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Barber Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Barber Financial Group’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
Q3 		– Sell
-5,012
Closed -$274K – 139
2022
Q2 		$274K Buy
5,012
+1,846
+58% +$112K 0.04% 117
2022
Q1 		$210K Sell
3,166
-1,051
-25% -$71.4K 0.03% 143
2021
Q4 		$308K Sell
4,217
-7
-0.2% -$520 0.04% 128
2021
Q3 		$314K Sell
4,224
-55
-1% -$4.19K 0.04% 122
2021
Q2 		$317K Sell
4,279
-5
-0.1% -$375 0.04% 116
2021
Q1 		$308K Sell
4,284
-74
-2% -$5.25K 0.05% 108
2020
Q4 		$298K Sell
4,358
-681
-14% -$43K 0.05% 106
2020
Q3 		$297K Sell
5,039
-253
-5% -$14.5K 0.07% 102
2020
Q2 		$284K Sell
5,292
-638
-11% -$32.1K 0.07% 94
2020
Q1 		$266K Buy
5,930
+724
+14% +$40.2K 0.08% 90
2019
Q4 		$324K Buy
5,206
+46
+0.9% +$2.76K 0.07% 104
2019
Q3 		$295K Buy
5,160
+245
+5% +$13.8K 0.06% 105
2019
Q2 		$282K Sell
4,915
-1,136
-19% -$65.6K 0.07% 108
2019
Q1 		$348K Sell
6,051
-137
-2% -$7.67K 0.07% 99
2018
Q4 		$321K Sell
6,188
-1,712
-22% -$95.9K 0.07% 101
2018
Q3 		$492K Sell
7,900
-940
-11% -$58.7K 0.12% 73
2018
Q2 		$555K Sell
8,840
-1,219
-12% -$79.8K 0.16% 70
2018
Q1 		$656K Sell
10,059
-75,817
-88% -$5M 0.17% 72
2017
Q4 		$5.54M Buy
85,876
+7,582
+10% +$477K 1.41% 21
2017
Q3 		$4.85M Buy
78,294
+3,462
+5% +$207K 1.38% 23
2017
Q2 		$4.33M Buy
74,832
+3,307
+5% +$188K 1.41% 22
2017
Q1 		$3.87M Buy
71,525
+7,864
+12% +$413K 1.32% 22
2016
Q4 		$3.17M Buy
+63,661
New +$3.21M 1.15% 22

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barber Financial Group's SCZ Position: Q3 2022 in Review

Barber Financial Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 5,012 shares — an estimated $274K sold.

Barber Financial Group first reported a position in SCZ in Q4 2016 and held it in 23 quarters. The position peaked at $5.54M in Q4 2017. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • Barber Financial Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Barber Financial Group sold 5,012 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $274K.
  • Barber Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and held it in 23 quarters.
  • Barber Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $5.54M in Q4 2017.
  • 632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Barber Financial Group's 13F filing for Q3 2022, filed 25 Oct 2022.