A
SCZ icon

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

AdvicePeriod’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
2021
Q2 		$1.62M Buy
21,852
+1,107
+5% +$83.1K 0.11% 61
2021
Q1 		$1.49M Buy
20,745
+151
+0.7% +$10.7K 0.11% 58
2020
Q4 		$1.41M Buy
20,594
+3,643
+21% +$230K 0.11% 57
2020
Q3 		$1M Buy
16,951
+11,643
+219% +$667K 0.09% 61
2020
Q2 		$285K Sell
5,308
-5,340
-50% -$269K 0.03% 72
2020
Q1 		$477K Sell
10,648
-3,122
-23% -$174K 0.05% 78
2019
Q4 		$863K Sell
13,770
-3,917
-22% -$235K 0.08% 70
2019
Q3 		$1.01M Sell
17,687
-11,380
-39% -$643K 0.09% 62
2019
Q2 		$1.67M Buy
29,067
+3,404
+13% +$197K 0.16% 56
2019
Q1 		$1.48M Buy
25,663
+2,904
+13% +$163K 0.14% 60
2018
Q4 		$1.18M Buy
22,759
+4,763
+26% +$267K 0.13% 58
2018
Q3 		$1.12M Buy
17,996
+3,813
+27% +$238K 0.12% 57
2018
Q2 		$890K Buy
14,183
+706
+5% +$46.2K 0.14% 50
2018
Q1 		$879K Buy
13,477
+3,940
+41% +$260K 0.15% 48
2017
Q4 		$615K Buy
+9,537
New +$600K 0.12% 51

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AdvicePeriod's SCZ Position: Q2 2021 in Review

AdvicePeriod increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.3% in Q2 2021, buying an estimated $83.1K and bringing the position to 21,852 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #61.

AdvicePeriod first reported a position in SCZ in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.67M in Q2 2019. 631 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

  • AdvicePeriod held 21,852 shares of iShares MSCI EAFE Small-Cap ETF worth $1.62M as of Q2 2021.
  • AdvicePeriod bought 1,107 iShares MSCI EAFE Small-Cap ETF shares in Q2 2021, an estimated $83.1K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.11% of AdvicePeriod's portfolio in Q2 2021, its #61 holding.
  • AdvicePeriod first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 15 quarters since.
  • AdvicePeriod's iShares MSCI EAFE Small-Cap ETF position peaked at $1.67M in Q2 2019.
  • 631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.