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Curi Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Curi Wealth Management’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
Q1 		– Sell
-14,918
Closed -$1.09M – 633
2021
Q4 		$1.09M Buy
14,918
+1,764
+13% +$131K 0.19% 53
2021
Q3 		$978K Buy
13,154
+1,696
+15% +$129K 0.45% 32
2021
Q2 		$849K Buy
11,458
+3,409
+42% +$256K 0.43% 34
2021
Q1 		$578K Buy
8,049
+1,942
+32% +$138K 0.37% 36
2020
Q4 		$417K Buy
+6,107
New +$385K 0.3% 40

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Curi Wealth Management's SCZ Position: Q1 2022 in Review

Curi Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2022, closing a stake of 14,918 shares — an estimated $1.09M sold.

Curi Wealth Management first reported a position in SCZ in Q4 2020 and held it in 5 quarters. The position peaked at $1.09M in Q4 2021. 698 funds tracked by Wall St. Rank hold SCZ as of Q1 2022.

  • Curi Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 14,918 iShares MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $1.09M.
  • Curi Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 5 quarters.
  • Curi Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.09M in Q4 2021.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.