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

Capital Performance Advisors’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
Q4 		– Sell
-346
Closed -$23.4K – 2221
2024
Q3 		$23.4K Buy
+346
New +$22.3K 0.01% 560

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Performance Advisors's SCZ Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 346 shares — an estimated $23.4K sold.

Capital Performance Advisors first reported a position in SCZ in Q3 2024 and held it in 1 quarter. The position peaked at $23.4K in Q3 2024. 705 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 346 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $23.4K.
  • Capital Performance Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $23.4K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.