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Armbruster Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Armbruster Capital Management’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
Q4 		– Sell
-5,767
Closed -$281K – 106
2022
Q3 		$281K Hold
5,767
– – 0.08% 89
2022
Q2 		$315K Sell
5,767
-5
-0.1% -$303 0.09% 89
2022
Q1 		$383K Hold
5,772
– – 0.09% 92
2021
Q4 		$422K Buy
+5,772
New +$429K 0.1% 90
2020
Q1 		– Sell
-14,924
Closed -$929K – 90
2019
Q4 		$929K Sell
14,924
-25
-0.2% -$1.5K 0.36% 33
2019
Q3 		$856K Sell
14,949
-415
-3% -$23.5K 0.36% 31
2019
Q2 		$882K Sell
15,364
-625
-4% -$36.1K 0.37% 29
2019
Q1 		$918K Hold
15,989
– – 0.4% 28
2018
Q4 		$829K Hold
15,989
– – 0.41% 29
2018
Q3 		$996K Hold
15,989
– – 0.44% 25
2018
Q2 		$1M Hold
15,989
– – 0.47% 23
2018
Q1 		$1.04M Sell
15,989
-375
-2% -$24.7K 0.49% 23
2017
Q4 		$1.05M Sell
16,364
-55
-0.3% -$3.46K 0.48% 24
2017
Q3 		$1.02M Sell
16,419
-1,125
-6% -$67.3K 0.52% 22
2017
Q2 		$1.01M Sell
17,544
-706
-4% -$40.2K 0.55% 21
2017
Q1 		$988K Sell
18,250
-4,194
-19% -$220K 0.55% 22
2016
Q4 		$1.12M Sell
22,444
-7,392
-25% -$373K 0.66% 19
2016
Q3 		$1.56M Sell
29,836
-2,256
-7% -$114K 0.97% 17
2016
Q2 		$1.55M Sell
32,092
-9,464
-23% -$475K 1% 17
2016
Q1 		$2.07M Buy
41,556
+865
+2% +$40.7K 1.41% 14
2015
Q4 		$2.03M Buy
+40,691
New +$2.03M 1.81% 13

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Armbruster Capital Management's SCZ Position: Q4 2022 in Review

Armbruster Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 5,767 shares — an estimated $281K sold.

Armbruster Capital Management first reported a position in SCZ in Q4 2015 and held it in 21 quarters. The position peaked at $2.07M in Q1 2016. 683 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Armbruster Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Armbruster Capital Management sold 5,767 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $281K.
  • Armbruster Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and held it in 21 quarters.
  • Armbruster Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $2.07M in Q1 2016.
  • 683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Armbruster Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.