Cascadia Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Cascadia Advisory Services’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 Q2	–	Sell	-117,661	Closed	-$8.45M	–	255
2021 Q1	$8.45M	Buy	+117,661	New	+$8.35M	1.87%	9
2020 Q3	$6.71M	Buy	+113,671	New	+$6.52M	1.88%	11
2019 Q4	$7.07M	Buy	+113,522	New	+$6.82M	2.01%	9

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cascadia Advisory Services's SCZ Position: Q2 2021 in Review

Cascadia Advisory Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2021, closing a stake of 117,661 shares — an estimated $8.45M sold.

Cascadia Advisory Services first reported a position in SCZ in Q4 2019 and held it in 3 quarters. The position peaked at $8.45M in Q1 2021. 631 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

Cascadia Advisory Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
Cascadia Advisory Services sold 117,661 iShares MSCI EAFE Small-Cap ETF shares in Q2 2021, an estimated $8.45M.
Cascadia Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 3 quarters.
Cascadia Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $8.45M in Q1 2021.
631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on Cascadia Advisory Services's 13F filing for Q2 2021, filed 11 Aug 2021.