Chicago Partners Investment Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Chicago Partners Investment Group’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 Q1	–	Sell	-4,073	Closed	-$276K	–	600
2021 Q4	$276K	Buy	4,073 +30	+0.7%	+$2.23K	0.02%	453
2021 Q3	$308K	Hold	4,043	–	–	0.02%	440
2021 Q2	$304K	Buy	4,043 +13	+0.3%	+$976	0.02%	420
2021 Q1	$305K	Buy	+4,030	New	+$286K	0.03%	394
2019 Q1	–	Sell	-4,460	Closed	-$244K	–	351
2018 Q4	$244K	Buy	4,460 +4,450	+44,500%	+$249K	0.04%	278
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	1040
2018 Q2	$1K	Buy	+10	New	+$654	﹤0.01%	941
2017 Q1	–	Sell	-308	Closed	-$15K	–	590
2016 Q4	$15K	Buy	+308	New	+$15.5K	0.01%	402

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chicago Partners Investment Group's SCZ Position: Q1 2022 in Review

Chicago Partners Investment Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2022, closing a stake of 4,073 shares — an estimated $276K sold.

Chicago Partners Investment Group first reported a position in SCZ in Q4 2016 and held it in 8 quarters. The position peaked at $308K in Q3 2021. 698 funds tracked by Wall St. Rank hold SCZ as of Q1 2022.

Chicago Partners Investment Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Chicago Partners Investment Group sold 4,073 iShares MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $276K.
Chicago Partners Investment Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and held it in 8 quarters.
Chicago Partners Investment Group's iShares MSCI EAFE Small-Cap ETF position peaked at $308K in Q3 2021.
698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on Chicago Partners Investment Group's 13F filing for Q1 2022, filed 20 May 2022.