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American Portfolios Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

American Portfolios Advisors’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 		$1.79M Sell
36,656
-692
-2% -$37.9K 0.08% 267
2022
Q2 		$2.04M Sell
37,348
-517
-1% -$31.3K 0.08% 244
2022
Q1 		$2.51M Buy
37,865
+5,812
+18% +$395K 0.09% 246
2021
Q4 		$2.34M Buy
32,053
+1,823
+6% +$135K 0.08% 253
2021
Q3 		$2.25M Buy
30,230
+1,486
+5% +$113K 0.08% 243
2021
Q2 		$2.13M Buy
28,744
+1,641
+6% +$123K 0.08% 251
2021
Q1 		$1.95M Buy
27,103
+1,377
+5% +$97.7K 0.09% 235
2020
Q4 		$1.76M Buy
25,726
+789
+3% +$49.8K 0.09% 218
2020
Q3 		$1.47M Buy
24,937
+446
+2% +$25.6K 0.08% 211
2020
Q2 		$1.31M Sell
24,491
-3,154
-11% -$159K 0.09% 221
2020
Q1 		$1.24M Buy
27,645
+3,522
+15% +$196K 0.1% 187
2019
Q4 		$1.5M Buy
24,123
+1,153
+5% +$69.3K 0.11% 193
2019
Q3 		$1.31M Sell
22,970
-13,417
-37% -$758K 0.11% 194
2019
Q2 		$2.09M Buy
36,387
+1,791
+5% +$103K 0.18% 130
2019
Q1 		$1.99M Buy
34,596
+548
+2% +$30.7K 0.19% 116
2018
Q4 		$1.76M Buy
34,048
+17,632
+107% +$987K 0.22% 102
2018
Q3 		$1.02M Buy
16,416
+1,130
+7% +$70.6K 0.12% 174
2018
Q2 		$959K Buy
15,286
+448
+3% +$29.3K 0.13% 158
2018
Q1 		$967K Buy
14,838
+4,517
+44% +$298K 0.14% 148
2017
Q4 		$666K Buy
+10,321
New +$649K 0.11% 202

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 $609B AUM 40.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's SCZ Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.9% in Q3 2022, selling an estimated $37.9K and leaving 36,656 shares worth $1.79M. The position accounts for 0.08% of the portfolio, ranked #267.

American Portfolios Advisors first reported a position in SCZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.51M in Q1 2022. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • American Portfolios Advisors held 36,656 shares of iShares MSCI EAFE Small-Cap ETF worth $1.79M as of Q3 2022.
  • American Portfolios Advisors sold 692 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $37.9K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.08% of American Portfolios Advisors's portfolio in Q3 2022, its #267 holding.
  • American Portfolios Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $2.51M in Q1 2022.
  • 632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.