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Clear Perspectives Financial Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Clear Perspectives 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
2021
Q4 		– Sell
-26
Closed -$2K – 235
2021
Q3 		$2K Hold
26
– – ﹤0.01% 202
2021
Q2 		$2K Buy
+26
New +$1.95K ﹤0.01% 191

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clear Perspectives Financial Planning's SCZ Position: Q4 2021 in Review

Clear Perspectives Financial Planning sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 26 shares — an estimated $2K sold.

Clear Perspectives Financial Planning first reported a position in SCZ in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 722 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

  • Clear Perspectives Financial Planning reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 26 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $2K.
  • Clear Perspectives Financial Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and held it in 2 quarters.
  • Clear Perspectives Financial Planning's iShares MSCI EAFE Small-Cap ETF position peaked at $2K in Q3 2021.
  • 722 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2021, filed 9 Feb 2022.