CC
SCZ icon

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

Callan Capital’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
2024
Q2 		– Sell
-3,524
Closed -$223K – 325
2024
Q1 		$223K Hold
3,524
– – 0.02% 258
2023
Q4 		$218K Buy
+3,524
New +$201K 0.02% 206

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Callan Capital's SCZ Position: Q2 2024 in Review

Callan Capital sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 3,524 shares — an estimated $223K sold.

Callan Capital first reported a position in SCZ in Q4 2023 and held it in 2 quarters. The position peaked at $223K in Q1 2024. 659 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • Callan Capital reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Callan Capital sold 3,524 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $223K.
  • Callan Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Callan Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $223K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Callan Capital's 13F filing for Q2 2024, filed 12 Aug 2024.