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Certified Advisory Corp’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Certified Advisory Corp’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
-15,823
Closed -$942K – 282
2023
Q1 		$942K Sell
15,823
-2,355
-13% -$140K 0.17% 122
2022
Q4 		$1.03M Sell
18,178
-9,942
-35% -$534K 0.2% 116
2022
Q3 		$1.37M Sell
28,120
-4,614
-14% -$253K 0.31% 86
2022
Q2 		$1.79M Sell
32,734
-11,985
-27% -$725K 0.4% 71
2022
Q1 		$2.97M Sell
44,719
-20,678
-32% -$1.4M 0.63% 46
2021
Q4 		$4.78M Buy
65,397
+10,822
+20% +$804K 1.05% 23
2021
Q3 		$4.06M Buy
54,575
+7,770
+17% +$591K 0.99% 27
2021
Q2 		$3.47M Buy
46,805
+8,640
+23% +$648K 0.87% 29
2021
Q1 		$2.74M Buy
+38,165
New +$2.71M 0.71% 37
2020
Q2 		$1.92M Sell
35,745
-11,817
-25% -$595K 0.63% 41
2020
Q1 		$2.13M Buy
47,562
+16,893
+55% +$939K 0.84% 29
2019
Q4 		$1.91M Buy
30,669
+6,321
+26% +$380K 0.61% 36
2019
Q3 		$1.39M Buy
24,348
+4,430
+22% +$250K 0.48% 48
2019
Q2 		$1.14M Buy
19,918
+638
+3% +$36.8K 0.43% 59
2019
Q1 		$1.11M Buy
19,280
+880
+5% +$49.3K 0.47% 53
2018
Q4 		$954K Sell
18,400
-1,528
-8% -$85.6K 0.5% 52
2018
Q3 		$1.24M Sell
19,928
-286
-1% -$17.9K 0.57% 40
2018
Q2 		$1.27M Buy
20,214
+965
+5% +$63.2K 0.71% 33
2018
Q1 		$1.25M Sell
19,249
-4,958
-20% -$327K 0.74% 34
2017
Q4 		$1.03M Buy
+24,207
New +$1.52M 0.74% 36

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Certified Advisory Corp's SCZ Position: Q2 2023 in Review

Certified Advisory Corp sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 15,823 shares — an estimated $942K sold.

Certified Advisory Corp first reported a position in SCZ in Q4 2017 and held it in 20 quarters. The position peaked at $4.78M in Q4 2021. 668 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Certified Advisory Corp reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Certified Advisory Corp sold 15,823 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $942K.
  • Certified Advisory Corp first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 20 quarters.
  • Certified Advisory Corp's iShares MSCI EAFE Small-Cap ETF position peaked at $4.78M in Q4 2021.
  • 668 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Certified Advisory Corp's 13F filing for Q2 2023, filed 14 Aug 2023.