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Catalyst Private Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-505
Closed -$30K – 242
2020
Q3 		$30K Buy
+505
New +$28.9K 0.03% 144

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Catalyst Private Wealth's SCZ Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2020, closing a stake of 505 shares — an estimated $30K sold.

Catalyst Private Wealth first reported a position in SCZ in Q3 2020 and held it in 1 quarter. The position peaked at $30K in Q3 2020. 570 funds tracked by Wall St. Rank hold SCZ as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 505 iShares MSCI EAFE Small-Cap ETF shares in Q4 2020, an estimated $30K.
  • Catalyst Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $30K in Q3 2020.
  • 570 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.