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Beacon Capital Management Inc (Ohio)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Beacon Capital Management Inc (Ohio)’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
-12
Closed -$650 – 120
2022
Q4 		$650 Buy
+12
New +$644 ﹤0.01% 90
2021
Q4 		– Sell
-22
Closed -$2K – 87
2021
Q3 		$2K Buy
+22
New +$1.68K ﹤0.01% 79

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Beacon Capital Management Inc (Ohio)'s SCZ Position: Q1 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 12 shares — an estimated $650 sold.

Beacon Capital Management Inc (Ohio) first reported a position in SCZ in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 12 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $650.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s iShares MSCI EAFE Small-Cap ETF position peaked at $2K in Q3 2021.
  • 681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.