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CoreFirst Bank & Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

CoreFirst Bank & Trust’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
Q1 		– Sell
-2,324
Closed -$131K – 384
2022
Q4 		$131K Buy
+2,324
New +$125K 0.1% 161
2021
Q4 		– Sell
-199
Closed -$15K – 439
2021
Q3 		$15K Hold
199
– – 0.01% 368
2021
Q2 		$15K Hold
199
– – 0.01% 375
2021
Q1 		$14K Hold
199
– – 0.01% 372
2020
Q4 		$14K Buy
+199
New +$12.6K 0.01% 338

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CoreFirst Bank & Trust's SCZ Position: Q1 2023 in Review

CoreFirst Bank & Trust sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 2,324 shares — an estimated $131K sold.

CoreFirst Bank & Trust first reported a position in SCZ in Q4 2020 and held it in 5 quarters. The position peaked at $131K in Q4 2022. 680 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • CoreFirst Bank & Trust reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 2,324 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $131K.
  • CoreFirst Bank & Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 5 quarters.
  • CoreFirst Bank & Trust's iShares MSCI EAFE Small-Cap ETF position peaked at $131K in Q4 2022.
  • 680 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2023, filed 15 May 2023.