Chilton Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Chilton Capital Management’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	-97	Closed	-$5.77K	–	571
2023 Q1	$5.77K	Buy	+97	New	+$5.76K	﹤0.01%	487
2022 Q3	–	Sell	-97	Closed	-$5K	–	553
2022 Q2	$5K	Buy	+97	New	+$5.87K	﹤0.01%	540
2022 Q1	–	Sell	-97	Closed	-$7K	–	546
2021 Q4	$7K	Buy	+97	New	+$7.2K	﹤0.01%	537
2018 Q3	–	Sell	-12,503	Closed	-$784K	–	222
2018 Q2	$784K	Hold	12,503	–	–	0.07%	149
2018 Q1	$815K	Buy	+12,503	New	+$825K	0.07%	142

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

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

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 New York $871B AUM 31.28% 1-Year Est. Return

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

Chilton Capital Management's SCZ Position: Q2 2023 in Review

Chilton Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 97 shares — an estimated $5.77K sold.

Chilton Capital Management first reported a position in SCZ in Q1 2018 and held it in 5 quarters. The position peaked at $815K in Q1 2018. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

Chilton Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Chilton Capital Management sold 97 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $5.77K.
Chilton Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and held it in 5 quarters.
Chilton Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $815K in Q1 2018.
667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Chilton Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.