Aveo Capital Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Aveo Capital 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
2021 Q3	–	Sell	-3,921	Closed	-$291K	–	282
2021 Q2	$291K	Sell	3,921 -64,788	-94%	-$4.86M	0.06%	217
2021 Q1	$4.94M	Buy	+68,709	New	+$4.88M	1.24%	17
2018 Q3	–	Sell	-34,849	Closed	-$2.19M	–	153
2018 Q2	$2.19M	Buy	+34,849	New	+$2.28M	0.96%	23
2017 Q2	–	Sell	-30,164	Closed	-$1.63M	–	142
2017 Q1	$1.63M	Buy	+30,164	New	+$1.58M	0.6%	24

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aveo Capital Partners's SCZ Position: Q3 2021 in Review

Aveo Capital Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2021, closing a stake of 3,921 shares — an estimated $291K sold.

Aveo Capital Partners first reported a position in SCZ in Q1 2017 and held it in 4 quarters. The position peaked at $4.94M in Q1 2021. 647 funds tracked by Wall St. Rank hold SCZ as of Q3 2021.

Aveo Capital Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
Aveo Capital Partners sold 3,921 iShares MSCI EAFE Small-Cap ETF shares in Q3 2021, an estimated $291K.
Aveo Capital Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and held it in 4 quarters.
Aveo Capital Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $4.94M in Q1 2021.
647 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2021.

Based on Aveo Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.