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ACG Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

ACG Wealth’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-235
Closed -$13K – 865
2022
Q2 		$13K Buy
+235
New +$14.2K ﹤0.01% 659
2015
Q1 		– Sell
-7,411
Closed -$346K – 222
2014
Q4 		$346K Sell
7,411
-1,317
-15% -$62.1K 0.09% 156
2014
Q3 		$423K Buy
8,728
+320
+4% +$16.4K 0.12% 134
2014
Q2 		$445K Buy
+8,408
New +$439K 0.08% 140

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACG Wealth's SCZ Position: Q3 2022 in Review

ACG Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 235 shares — an estimated $13K sold.

ACG Wealth first reported a position in SCZ in Q2 2014 and held it in 4 quarters. The position peaked at $445K in Q2 2014. 631 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • ACG Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 235 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $13K.
  • ACG Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2014 and held it in 4 quarters.
  • ACG Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $445K in Q2 2014.
  • 631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.