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Ausdal Financial Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ausdal Financial 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
Q1 		– Sell
-4,375
Closed -$247K – 463
2022
Q4 		$247K Sell
4,375
-453
-9% -$24.3K 0.04% 384
2022
Q3 		$236K Sell
4,828
-245
-5% -$13.4K 0.04% 378
2022
Q2 		$277K Sell
5,073
-1,244
-20% -$75.3K 0.04% 356
2022
Q1 		$419K Buy
6,317
+290
+5% +$19.7K 0.06% 309
2021
Q4 		$440K Sell
6,027
-198
-3% -$14.7K 0.06% 299
2021
Q3 		$463K Buy
6,225
+52
+0.8% +$3.96K 0.07% 279
2021
Q2 		$458K Buy
6,173
+49
+0.8% +$3.68K 0.07% 274
2021
Q1 		$440K Sell
6,124
-545
-8% -$38.7K 0.07% 263
2020
Q4 		$456K Sell
6,669
-759
-10% -$47.9K 0.09% 238
2020
Q3 		$438K Buy
7,428
+2,338
+46% +$134K 0.11% 207
2020
Q2 		$273K Sell
5,090
-59
-1% -$2.97K 0.09% 218
2020
Q1 		$241K Hold
5,149
– – 0.09% 226
2019
Q4 		$313K Buy
5,149
+767
+18% +$46.1K 0.09% 244
2019
Q3 		$251K Sell
4,382
-144
-3% -$8.14K 0.09% 257
2019
Q2 		$257K Buy
4,526
+167
+4% +$9.64K 0.1% 235
2019
Q1 		$250K Hold
4,359
– – 0.1% 221
2018
Q4 		$226K Sell
4,359
-16,548
-79% -$927K 0.11% 214
2018
Q3 		$1.3M Buy
20,907
+543
+3% +$33.9K 0.37% 73
2018
Q2 		$1.28M Buy
20,364
+1,665
+9% +$109K 0.39% 64
2018
Q1 		$1.22M Buy
18,699
+975
+6% +$64.3K 0.42% 66
2017
Q4 		$1.14M Sell
17,724
-185
-1% -$11.6K 0.41% 65
2017
Q3 		$1.11M Buy
17,909
+1,350
+8% +$80.7K 0.44% 61
2017
Q2 		$958K Sell
16,559
-6,376
-28% -$363K 0.41% 68
2017
Q1 		$1.24M Sell
22,935
-454
-2% -$23.9K 0.56% 48
2016
Q4 		$1.17M Buy
23,389
+100
+0.4% +$5.04K 0.55% 46
2016
Q3 		$1.22M Sell
23,289
-167
-0.7% -$8.46K 0.62% 46
2016
Q2 		$1.13M Buy
23,456
+1,587
+7% +$79.7K 0.58% 46
2016
Q1 		$1.09M Buy
21,869
+2,244
+11% +$106K 0.62% 42
2015
Q4 		$980K Buy
+19,625
New +$981K 0.5% 43

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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 $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ausdal Financial Partners's SCZ Position: Q1 2023 in Review

Ausdal Financial Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 4,375 shares — an estimated $247K sold.

Ausdal Financial Partners first reported a position in SCZ in Q4 2015 and held it in 29 quarters. The position peaked at $1.3M in Q3 2018. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Ausdal Financial Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 4,375 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $247K.
  • Ausdal Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and held it in 29 quarters.
  • Ausdal Financial Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $1.3M in Q3 2018.
  • 681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Ausdal Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.