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

Cutler 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
2020 Q1	–	Sell	-900	Closed	-$2K	–	4571
2019 Q4	$2K	Buy	+900	New	+$54.1K	﹤0.01%	3493
2019 Q2	–	Sell	-55,600	Closed	-$50K	–	4732
2019 Q1	$50K	Buy	+55,600	New	+$3.11M	0.01%	1427
2017 Q3	–	Sell	-12,600	Closed	-$18K	–	6611
2017 Q2	$18K	Buy	12,600 +11,600	+1,160%	+$661K	﹤0.01%	3532
2017 Q1	$1K	Buy	+1,000	New	+$52.5K	﹤0.01%	5968
2016 Q4	–	Sell	-1,900	Closed	-$4K	–	7219
2016 Q3	$4K	Sell	1,900 -20,600	-92%	-$1.04M	﹤0.01%	5186
2016 Q2	$9K	Buy	22,500 +19,200	+582%	+$964K	﹤0.01%	4297
2016 Q1	$11K	Buy	+3,300	New	+$155K	﹤0.01%	3961

Other funds holding SCZ

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

MMI

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cutler Group's SCZ Position: Q1 2024 in Review

Cutler Group opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024: 500 shares worth $31K. The stake represents 0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: Cutler Group previously reported a position in SCZ as recently as Q3 2023.

Cutler Group first reported a position in SCZ in Q4 2015 and has held it in 10 quarters since. The position peaked at $4.53M in Q3 2016. 683 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

Cutler Group held 500 shares of iShares MSCI EAFE Small-Cap ETF worth $31K as of Q1 2024.
iShares MSCI EAFE Small-Cap ETF was a new Cutler Group position in Q1 2024.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Cutler Group's portfolio in Q1 2024, its #862 holding.
Cutler Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and has held it in 10 quarters since.
Cutler Group's iShares MSCI EAFE Small-Cap ETF position peaked at $4.53M in Q3 2016.
683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.