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Bank of the West’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bank of the West’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 		$5.16M Buy
91,434
+48,688
+114% +$2.61M 0.61% 51
2022
Q3 		$2.08M Buy
42,746
+12,729
+42% +$698K 0.27% 99
2022
Q2 		$1.64M Sell
30,017
-6,470
-18% -$391K 0.21% 108
2022
Q1 		$2.42M Buy
+36,487
New +$2.48M 0.25% 99

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

Bank of the West's SCZ Position: Q4 2022 in Review

Bank of the West increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 114% in Q4 2022, buying an estimated $2.61M and bringing the position to 91,434 shares worth $5.16M. The position accounts for 0.61% of the portfolio, ranked #51.

Bank of the West first reported a position in SCZ in Q1 2022 and has held it in 4 quarters since. 683 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Bank of the West held 91,434 shares of iShares MSCI EAFE Small-Cap ETF worth $5.16M as of Q4 2022.
  • Bank of the West bought 48,688 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $2.61M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.61% of Bank of the West's portfolio in Q4 2022, its #51 holding.
  • Bank of the West first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 4 quarters since.
  • 683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.