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Consolidated Portfolio Review Corp’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Consolidated Portfolio Review 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
-3,410
Closed -$203K – 329
2023
Q1 		$203K Buy
+3,410
New +$202K 0.05% 263

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Consolidated Portfolio Review Corp's SCZ Position: Q2 2023 in Review

Consolidated Portfolio Review Corp sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 3,410 shares — an estimated $203K sold.

Consolidated Portfolio Review Corp first reported a position in SCZ in Q1 2023 and held it in 1 quarter. The position peaked at $203K in Q1 2023. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Consolidated Portfolio Review Corp reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 3,410 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $203K.
  • Consolidated Portfolio Review Corp first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's iShares MSCI EAFE Small-Cap ETF position peaked at $203K in Q1 2023.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2023, filed 14 Aug 2023.