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Castleview Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Castleview Partners’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
2023
Q2 		– Sell
-19
Closed -$1.13K – 726
2023
Q1 		$1.13K Hold
19
– – ﹤0.01% 606
2022
Q4 		$1.07K Sell
19
-3,500
-99% -$188K ﹤0.01% 548
2022
Q3 		$172K Buy
3,519
+2,373
+207% +$130K 0.16% 135
2022
Q2 		$97.8K Sell
1,146
-2,373
-67% -$144K 0.08% 217
2022
Q1 		$233K Buy
+3,519
New +$239K 0.14% 141

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

Castleview Partners's SCZ Position: Q2 2023 in Review

Castleview Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 19 shares — an estimated $1.13K sold.

Castleview Partners first reported a position in SCZ in Q1 2022 and held it in 5 quarters. The position peaked at $233K in Q1 2022. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Castleview Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Castleview Partners sold 19 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $1.13K.
  • Castleview Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and held it in 5 quarters.
  • Castleview Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $233K in Q1 2022.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Castleview Partners's 13F filing for Q2 2023, filed 15 Aug 2023.