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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
2016
Q4 		– Sell
-2,300
Closed -$1K – 7220
2016
Q3 		$1K Buy
2,300
+700
+44% +$35.5K ﹤0.01% 6265
2016
Q2 		$1K Sell
1,600
-900
-36% -$45.2K ﹤0.01% 6235
2016
Q1 		$11K Buy
2,500
+200
+9% +$9.4K ﹤0.01% 3962
2015
Q4 		$12K Buy
+2,300
New +$115K ﹤0.01% 3960

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TIAA Trust, National Association
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
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.