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Eaton Vance Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Eaton Vance 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
Q3 		$3.21M Buy
65,779
+26,105
+66% +$1.43M ﹤0.01% 901
2022
Q2 		$2.17M Sell
39,674
-9,897
-20% -$599K ﹤0.01% 1056
2022
Q1 		$3.29M Buy
49,571
+32,539
+191% +$2.21M ﹤0.01% 1016
2021
Q4 		$1.25M Buy
17,032
+3,773
+28% +$280K ﹤0.01% 1133
2021
Q3 		$976K Sell
13,259
-123
-0.9% -$9.36K ﹤0.01% 1093
2021
Q2 		$992K Buy
13,382
+210
+2% +$15.8K ﹤0.01% 1186
2021
Q1 		$946K Sell
13,172
-214
-2% -$15.2K ﹤0.01% 1146
2020
Q4 		$915K Sell
13,386
-669
-5% -$42.2K ﹤0.01% 1108
2020
Q3 		$829K Buy
14,055
+486
+4% +$27.9K ﹤0.01% 1035
2020
Q2 		$728K Buy
13,569
+1,440
+12% +$72.6K ﹤0.01% 1034
2020
Q1 		$544K Sell
12,129
-27,334
-69% -$1.52M ﹤0.01% 1050
2019
Q4 		$2.46M Buy
39,463
+25,288
+178% +$1.52M ﹤0.01% 787
2019
Q3 		$811K Buy
14,175
+5,757
+68% +$325K ﹤0.01% 1020
2019
Q2 		$483K Buy
8,418
+2,662
+46% +$154K ﹤0.01% 1114
2019
Q1 		$331K Buy
5,756
+64
+1% +$3.58K ﹤0.01% 1126
2018
Q4 		$295K Buy
+5,692
New +$319K ﹤0.01% 1092

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eaton Vance Management's SCZ Position: Q3 2022 in Review

Eaton Vance Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 66% in Q3 2022, buying an estimated $1.43M and bringing the position to 65,779 shares worth $3.21M. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Eaton Vance Management first reported a position in SCZ in Q4 2018 and has held it in 16 quarters since. The position peaked at $3.29M in Q1 2022. 631 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • Eaton Vance Management held 65,779 shares of iShares MSCI EAFE Small-Cap ETF worth $3.21M as of Q3 2022.
  • Eaton Vance Management bought 26,105 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $1.43M.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #901 holding.
  • Eaton Vance Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 16 quarters since.
  • Eaton Vance Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3.29M in Q1 2022.
  • 631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.