Csenge Advisory Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Csenge Advisory Group’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	-2,782	Closed	-$208K	–	605
2021 Q3	$208K	Buy	+2,782	New	+$212K	0.02%	544
2021 Q2	–	Sell	-3,251	Closed	-$241K	–	578
2021 Q1	$241K	Buy	+3,251	New	+$231K	0.02%	439
2020 Q3	–	Sell	-13,529	Closed	-$725K	–	433
2020 Q2	$725K	Buy	+13,529	New	+$682K	0.1%	146
2020 Q1	–	Sell	-4,394	Closed	-$274K	–	335
2019 Q4	$274K	Buy	+4,394	New	+$264K	0.07%	233
2018 Q3	–	Sell	-10,566	Closed	-$663K	–	1533
2018 Q2	$663K	Buy	10,566 +3,772	+56%	+$247K	0.24%	96
2018 Q1	$443K	Buy	6,794 +2,914	+75%	+$192K	0.15%	139
2017 Q4	$250K	Buy	+3,880	New	+$244K	0.09%	202

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Csenge Advisory Group's SCZ Position: Q4 2021 in Review

Csenge Advisory Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 2,782 shares — an estimated $208K sold.

Csenge Advisory Group first reported a position in SCZ in Q4 2017 and held it in 7 quarters. The position peaked at $725K in Q2 2020. 721 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

Csenge Advisory Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Csenge Advisory Group sold 2,782 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $208K.
Csenge Advisory Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 7 quarters.
Csenge Advisory Group's iShares MSCI EAFE Small-Cap ETF position peaked at $725K in Q2 2020.
721 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Csenge Advisory Group's 13F filing for Q4 2021, filed 10 Feb 2022.