Crumly & Associates’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Crumly & Associates’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
2022 Q2	–	Sell	-71,870	Closed	-$4.77M	–	119
2022 Q1	$4.77M	Sell	71,870 -22,719	-24%	-$1.54M	1.79%	19
2021 Q4	$6.5M	Sell	94,589 -7,407	-7%	-$550K	2.57%	13
2021 Q3	$7.59M	Buy	101,996 +23,891	+31%	+$1.82M	3.53%	10
2021 Q2	$5.79M	Buy	78,105 +33,009	+73%	+$2.48M	2.81%	13
2021 Q1	$3.24M	Buy	+45,096	New	+$3.2M	1.89%	18
2020 Q1	–	Sell	-35,880	Closed	-$2.23M	–	60
2019 Q4	$2.23M	Buy	+35,880	New	+$2.16M	2.32%	13

Other funds holding SCZ

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Crumly & Associates's SCZ Position: Q2 2022 in Review

Crumly & Associates sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 71,870 shares — an estimated $4.77M sold.

Crumly & Associates first reported a position in SCZ in Q4 2019 and held it in 6 quarters. The position peaked at $7.59M in Q3 2021. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

Crumly & Associates reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Crumly & Associates sold 71,870 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $4.77M.
Crumly & Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 6 quarters.
Crumly & Associates's iShares MSCI EAFE Small-Cap ETF position peaked at $7.59M in Q3 2021.
667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Crumly & Associates's 13F filing for Q2 2022, filed 1 Aug 2022.