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

Capital Wealth Alliance’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
2022
Q4 		– Sell
-7,054
Closed -$343K – 122
2022
Q3 		$343K Sell
7,054
-551
-7% -$30.2K 0.28% 74
2022
Q2 		$415K Sell
7,605
-4,266
-36% -$258K 0.29% 81
2022
Q1 		$787K Buy
11,871
+169
+1% +$11.5K 0.47% 52
2021
Q4 		$855K Buy
11,702
+266
+2% +$19.8K 0.5% 58
2021
Q3 		$868K Buy
11,436
+508
+5% +$38.7K 0.53% 58
2021
Q2 		$789K Buy
10,928
+1,197
+12% +$89.8K 0.5% 60
2021
Q1 		$699K Buy
9,731
+590
+6% +$41.9K 0.47% 64
2020
Q4 		$640K Sell
9,141
-215
-2% -$13.6K 0.47% 56
2020
Q3 		$552K Buy
9,356
+150
+2% +$8.6K 0.5% 53
2020
Q2 		$493K Sell
9,206
-108
-1% -$5.44K 0.51% 55
2020
Q1 		$417K Buy
9,314
+1,847
+25% +$103K 0.44% 62
2019
Q4 		$447K Buy
+7,467
New +$449K 0.37% 61

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Wealth Alliance's SCZ Position: Q4 2022 in Review

Capital Wealth Alliance sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 7,054 shares — an estimated $343K sold.

Capital Wealth Alliance first reported a position in SCZ in Q4 2019 and held it in 12 quarters. The position peaked at $868K in Q3 2021. 684 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Capital Wealth Alliance reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Capital Wealth Alliance sold 7,054 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $343K.
  • Capital Wealth Alliance first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 12 quarters.
  • Capital Wealth Alliance's iShares MSCI EAFE Small-Cap ETF position peaked at $868K in Q3 2021.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Capital Wealth Alliance's 13F filing for Q4 2022, filed 1 Feb 2023.