EI
SCZ icon

Ellevest Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ellevest Inc’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
-68
Closed -$4.05K – 1395
2023
Q1 		$4.05K Buy
+68
New +$4.04K ﹤0.01% 1261
2020
Q1 		– Sell
-243
Closed -$15K – 1264
2019
Q4 		$15K Buy
243
+23
+10% +$1.38K ﹤0.01% 474
2019
Q3 		$13K Buy
220
+119
+118% +$6.72K ﹤0.01% 210
2019
Q2 		$6K Hold
101
– – ﹤0.01% 290
2019
Q1 		$6K Hold
101
– – ﹤0.01% 229
2018
Q4 		$5K Buy
+101
New +$5.66K ﹤0.01% 422

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
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
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
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

Ellevest Inc's SCZ Position: Q2 2023 in Review

Ellevest Inc sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 68 shares — an estimated $4.05K sold.

Ellevest Inc first reported a position in SCZ in Q4 2018 and held it in 6 quarters. The position peaked at $15K in Q4 2019. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Ellevest Inc reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 68 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $4.05K.
  • Ellevest Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 6 quarters.
  • Ellevest Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $15K in Q4 2019.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.