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Almanack Investment Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Almanack Investment Partners’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
2023
Q2 		– Sell
-3,575
Closed -$213K – 177
2023
Q1 		$213K Sell
3,575
-6,081
-63% -$361K 0.04% 158
2022
Q4 		$545K Buy
+9,656
New +$518K 0.12% 78
2022
Q3 		– Sell
-4,405
Closed -$240K – 908
2022
Q2 		$240K Buy
4,405
+2
+0% +$121 0.02% 372
2022
Q1 		$292K Buy
4,403
+34
+0.8% +$2.31K 0.03% 366
2021
Q4 		$320K Sell
4,369
-13,480
-76% -$1M 0.03% 357
2021
Q3 		$1.33M Sell
17,849
-34,428
-66% -$2.62M 0.12% 131
2021
Q2 		$3.88M Buy
52,277
+1,666
+3% +$125K 0.37% 51
2021
Q1 		$3.64M Sell
50,611
-152,671
-75% -$10.8M 0.37% 58
2020
Q4 		$13.9M Buy
203,282
+187,883
+1,220% +$11.9M 1.59% 14
2020
Q3 		$962K Buy
+15,399
New +$883K 0.12% 113

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Almanack Investment Partners's SCZ Position: Q2 2023 in Review

Almanack Investment Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 3,575 shares — an estimated $213K sold.

Almanack Investment Partners first reported a position in SCZ in Q3 2020 and held it in 10 quarters. The position peaked at $13.9M in Q4 2020. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Almanack Investment Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Almanack Investment Partners sold 3,575 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $213K.
  • Almanack Investment Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and held it in 10 quarters.
  • Almanack Investment Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $13.9M in Q4 2020.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Almanack Investment Partners's 13F filing for Q2 2023, filed 8 Aug 2023.