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Asset Planning Services (Pennsylvania)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		$688K Buy
9,417
+93
+1% +$6.91K 0.32% 43
2021
Q3 		$694K Sell
9,324
-271
-3% -$20.6K 0.33% 42
2021
Q2 		$712K Sell
9,595
-507
-5% -$38K 0.34% 43
2021
Q1 		$726K Sell
10,102
-132
-1% -$9.37K 0.33% 44
2020
Q4 		$699K Sell
10,234
-4,712
-32% -$297K 0.34% 41
2020
Q3 		$882K Sell
14,946
-110
-0.7% -$6.31K 0.38% 39
2020
Q2 		$807K Sell
15,056
-536
-3% -$27K 0.35% 39
2020
Q1 		$699K Hold
15,592
– – 0.35% 40
2019
Q4 		$951K Buy
15,592
+240
+2% +$14.4K 0.39% 39
2019
Q3 		$879K Sell
15,352
-854
-5% -$48.3K 0.38% 38
2019
Q2 		$930K Buy
16,206
+211
+1% +$12.2K 0.41% 37
2019
Q1 		$919K Sell
15,995
-425
-3% -$23.8K 0.43% 37
2018
Q4 		$851K Sell
16,420
-689
-4% -$38.6K 0.43% 33
2018
Q3 		$1M Hold
17,109
– – 0.48% 34
2018
Q2 		$1.07M Buy
17,109
+278
+2% +$18.2K 0.52% 32
2018
Q1 		$1.1M Sell
16,831
-454
-3% -$30K 0.56% 32
2017
Q4 		$1.11M Buy
17,285
+166
+1% +$10.4K 0.58% 33
2017
Q3 		$1.06M Buy
17,119
+458
+3% +$27.4K 0.59% 30
2017
Q2 		$964K Buy
16,661
+3,999
+32% +$228K 0.62% 33
2017
Q1 		$686K Buy
12,662
+459
+4% +$24.1K 0.46% 37
2016
Q4 		$608K Sell
12,203
-870
-7% -$43.9K 0.48% 33
2016
Q3 		$685K Hold
13,073
– – 0.57% 29
2016
Q2 		$631K Buy
13,073
+282
+2% +$14.2K 0.55% 30
2016
Q1 		$637K Sell
12,791
-108
-0.8% -$5.08K 0.58% 30
2015
Q4 		$644K Buy
12,899
+622
+5% +$31.1K 0.62% 32
2015
Q3 		$586K Sell
12,277
-70
-0.6% -$3.49K 0.59% 32
2015
Q2 		$630K Buy
+12,347
New +$644K 0.61% 29

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 $609B AUM 40.19% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SCZ Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1% in Q4 2021, buying an estimated $6.91K and bringing the position to 9,417 shares worth $688K. The position accounts for 0.32% of the portfolio, ranked #43.

Asset Planning Services (Pennsylvania) first reported a position in SCZ in Q2 2015 and has held it in 27 quarters since. The position peaked at $1.11M in Q4 2017. 722 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 9,417 shares of iShares MSCI EAFE Small-Cap ETF worth $688K as of Q4 2021.
  • Asset Planning Services (Pennsylvania) bought 93 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $6.91K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.32% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #43 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and has held it in 27 quarters since.
  • Asset Planning Services (Pennsylvania)'s iShares MSCI EAFE Small-Cap ETF position peaked at $1.11M in Q4 2017.
  • 722 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.