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

Edge Capital 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
2023
Q1 		– Sell
-3,836
Closed -$217K – 423
2022
Q4 		$217K Sell
3,836
-1,275
-25% -$68.4K 0.02% 274
2022
Q3 		$249K Sell
5,111
-773
-13% -$42.4K 0.02% 251
2022
Q2 		$321K Sell
5,884
-136
-2% -$8.23K 0.03% 224
2022
Q1 		$399K Sell
6,020
-474
-7% -$32.2K 0.03% 221
2021
Q4 		$475K Buy
6,494
+22
+0.3% +$1.63K 0.03% 200
2021
Q3 		$482K Hold
6,472
– – 0.04% 189
2021
Q2 		$480K Buy
6,472
+1,236
+24% +$92.8K 0.04% 192
2021
Q1 		$376K Sell
5,236
-392
-7% -$27.8K 0.03% 206
2020
Q4 		$385K Sell
5,628
-844
-13% -$53.3K 0.03% 191
2020
Q3 		$382K Sell
6,472
-1,650
-20% -$94.6K 0.04% 176
2020
Q2 		$435K Sell
8,122
-521
-6% -$26.3K 0.05% 160
2020
Q1 		$387K Sell
8,643
-27,817
-76% -$1.55M 0.05% 156
2019
Q4 		$2.27M Sell
36,460
-2,255
-6% -$135K 0.22% 82
2019
Q3 		$2.22M Buy
38,715
+1,932
+5% +$109K 0.22% 80
2019
Q2 		$2.11M Buy
36,783
+5,755
+19% +$332K 0.2% 88
2019
Q1 		$1.78M Sell
31,028
-58,004
-65% -$3.25M 0.18% 94
2018
Q4 		$4.61M Buy
+89,032
New +$4.99M 0.5% 51

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $609B AUM 40.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edge Capital Group's SCZ Position: Q1 2023 in Review

Edge Capital Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 3,836 shares — an estimated $217K sold.

Edge Capital Group first reported a position in SCZ in Q4 2018 and held it in 17 quarters. The position peaked at $4.61M in Q4 2018. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Edge Capital Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Edge Capital Group sold 3,836 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $217K.
  • Edge Capital Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 17 quarters.
  • Edge Capital Group's iShares MSCI EAFE Small-Cap ETF position peaked at $4.61M in Q4 2018.
  • 681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Edge Capital Group's 13F filing for Q1 2023, filed 4 May 2023.