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Center for Financial Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Center for Financial Planning’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
-54
Closed -$3K – 642
2022
Q3 		$3K Buy
+54
New +$2.96K ﹤0.01% 492
2022
Q1 		– Sell
-43
Closed -$3K – 570
2021
Q4 		$3K Buy
+43
New +$3.19K ﹤0.01% 461
2020
Q4 		– Sell
-49
Closed -$3K – 484
2020
Q3 		$3K Hold
49
– – ﹤0.01% 394
2020
Q2 		$3K Buy
+49
New +$2.47K ﹤0.01% 399

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

Center for Financial Planning's SCZ Position: Q4 2022 in Review

Center for Financial Planning sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 54 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in SCZ in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 684 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Center for Financial Planning reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 54 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2020 and held it in 4 quarters.
  • Center for Financial Planning's iShares MSCI EAFE Small-Cap ETF position peaked at $3K in Q3 2022.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.