Bingham Osborn & Scarborough’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bingham Osborn & Scarborough’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 Q4	–	Sell	-2,977	Closed	-$222K	–	115
2021 Q3	$222K	Sell	2,977 -240	-7%	-$18.3K	0.02%	149
2021 Q2	$239K	Hold	3,217	–	–	0.02%	144
2021 Q1	$231K	Hold	3,217	–	–	0.02%	133
2020 Q4	$220K	Sell	3,217 -285	-8%	-$18K	0.02%	123
2020 Q3	$207K	Buy	+3,502	New	+$201K	0.02%	155
2020 Q1	–	Sell	-3,948	Closed	-$246K	–	167
2019 Q4	$246K	Buy	3,948 +63	+2%	+$3.79K	0.02%	144
2019 Q3	$222K	Buy	3,885 +235	+6%	+$13.3K	0.02%	141
2019 Q2	$210K	Buy	+3,650	New	+$211K	0.02%	140

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

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

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

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

Bingham Osborn & Scarborough's SCZ Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 2,977 shares — an estimated $222K sold.

Bingham Osborn & Scarborough first reported a position in SCZ in Q2 2019 and held it in 8 quarters. The position peaked at $246K in Q4 2019. 721 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 2,977 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $222K.
Bingham Osborn & Scarborough first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and held it in 8 quarters.
Bingham Osborn & Scarborough's iShares MSCI EAFE Small-Cap ETF position peaked at $246K in Q4 2019.
721 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.