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Beaumont Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Beaumont Capital Management’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
-16,480
Closed -$1.22M – 48
2021
Q2 		$1.22M Buy
+16,480
New +$1.24M 1.2% 22

Other funds holding SCZ

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Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaumont Capital Management's SCZ Position: Q3 2021 in Review

Beaumont Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2021, closing a stake of 16,480 shares — an estimated $1.22M sold.

Beaumont Capital Management first reported a position in SCZ in Q2 2021 and held it in 1 quarter. The position peaked at $1.22M in Q2 2021. 647 funds tracked by Wall St. Rank hold SCZ as of Q3 2021.

  • Beaumont Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Beaumont Capital Management sold 16,480 iShares MSCI EAFE Small-Cap ETF shares in Q3 2021, an estimated $1.22M.
  • Beaumont Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and held it in 1 quarter.
  • Beaumont Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.22M in Q2 2021.
  • 647 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2021.

Based on Beaumont Capital Management's 13F filing for Q3 2021, filed 3 Nov 2021.