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Edgestream Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Edgestream Partners’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
Q2 		– Sell
-3,532
Closed -$210K – 895
2023
Q1 		$210K Buy
+3,532
New +$210K 0.02% 520

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State of New Jersey Common Pension Fund D
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Natixis Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MMI
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgestream Partners's SCZ Position: Q2 2023 in Review

Edgestream Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 3,532 shares — an estimated $210K sold.

Edgestream Partners first reported a position in SCZ in Q1 2023 and held it in 1 quarter. The position peaked at $210K in Q1 2023. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Edgestream Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Edgestream Partners sold 3,532 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $210K.
  • Edgestream Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Edgestream Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $210K in Q1 2023.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Edgestream Partners's 13F filing for Q2 2023, filed 10 Aug 2023.