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Archford Capital Strategies’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Archford Capital Strategies’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
Q1 		– Sell
-38,838
Closed -$2.84M – 297
2021
Q4 		$2.84M Buy
38,838
+1,600
+4% +$119K 0.65% 32
2021
Q3 		$2.77M Buy
37,238
+2,015
+6% +$153K 0.65% 32
2021
Q2 		$2.61M Buy
35,223
+24,732
+236% +$1.86M 0.65% 32
2021
Q1 		$788K Buy
10,491
+1,157
+12% +$82.1K 0.21% 129
2020
Q4 		$659K Buy
9,334
+125
+1% +$7.89K 0.15% 169
2020
Q3 		$543K Buy
9,209
+863
+10% +$49.5K 0.15% 165
2020
Q2 		$448K Sell
8,346
-3,822
-31% -$193K 0.13% 166
2020
Q1 		$545K Buy
12,168
+1,451
+14% +$80.6K 0.21% 141
2019
Q4 		$667K Buy
10,717
+4,530
+73% +$272K 0.23% 131
2019
Q3 		$354K Sell
6,187
-956
-13% -$54K 0.13% 174
2019
Q2 		$410K Buy
7,143
+303
+4% +$17.5K 0.15% 169
2019
Q1 		$393K Buy
+6,840
New +$383K 0.14% 175
2017
Q2 		– Sell
-97
Closed -$5K – 541
2017
Q1 		$5K Buy
+97
New +$5.1K ﹤0.01% 473
2016
Q3 		– Sell
-1,134
Closed -$55K – 708
2016
Q2 		$55K Buy
+1,134
New +$57K 0.03% 243
2016
Q1 		– Sell
-430
Closed -$22K – 516
2015
Q4 		$22K Hold
430
– – 0.01% 363
2015
Q3 		$21K Buy
+430
New +$21.4K 0.02% 270

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Archford Capital Strategies's SCZ Position: Q1 2022 in Review

Archford Capital Strategies sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2022, closing a stake of 38,838 shares — an estimated $2.84M sold.

Archford Capital Strategies first reported a position in SCZ in Q3 2015 and held it in 16 quarters. The position peaked at $2.84M in Q4 2021. 698 funds tracked by Wall St. Rank hold SCZ as of Q1 2022.

  • Archford Capital Strategies reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Archford Capital Strategies sold 38,838 iShares MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $2.84M.
  • Archford Capital Strategies first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2015 and held it in 16 quarters.
  • Archford Capital Strategies's iShares MSCI EAFE Small-Cap ETF position peaked at $2.84M in Q4 2021.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on Archford Capital Strategies's 13F filing for Q1 2022, filed 18 Apr 2022.