Column Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Column Capital Advisors’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 Q3	$43.7K	Hold	773	–	–	0.01%	337
2023 Q2	$45.6K	Hold	773	–	–	0.01%	336
2023 Q1	$46K	Hold	773	–	–	0.01%	334
2022 Q4	$43.7K	Hold	773	–	–	0.01%	319
2022 Q3	$38K	Hold	773	–	–	0.01%	311
2022 Q2	$42K	Hold	773	–	–	0.01%	299
2022 Q1	$51K	Buy	+773	New	+$52.5K	0.01%	287

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Column Capital Advisors's SCZ Position: Q3 2023 in Review

Column Capital Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2023 at 773 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #337.

Column Capital Advisors first reported a position in SCZ in Q1 2022 and has held it in 7 quarters since. The position peaked at $51K in Q1 2022. 651 funds tracked by Wall St. Rank hold SCZ as of Q3 2023.

Column Capital Advisors held 773 shares of iShares MSCI EAFE Small-Cap ETF worth $43.7K as of Q3 2023.
Column Capital Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2023.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #337 holding.
Column Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 7 quarters since.
Column Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $51K in Q1 2022.
651 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.