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Estate Counselors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Estate Counselors’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
2021
Q4 		– Sell
-1,405
Closed -$104K – 182
2021
Q3 		$104K Hold
1,405
– – 0.01% 140
2021
Q2 		$104K Hold
1,405
– – 0.01% 134
2021
Q1 		$101K Hold
1,405
– – 0.01% 132
2020
Q4 		$96K Buy
+1,405
New +$88.7K 0.01% 107
2020
Q3 		– Sell
-1,475
Closed -$79K – 139
2020
Q2 		$79K Buy
+1,475
New +$74.3K 0.01% 129
2020
Q1 		– Sell
-6,150
Closed -$383K – 134
2019
Q4 		$383K Buy
+6,150
New +$370K 0.06% 69

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Counselors's SCZ Position: Q4 2021 in Review

Estate Counselors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 1,405 shares — an estimated $104K sold.

Estate Counselors first reported a position in SCZ in Q4 2019 and held it in 6 quarters. The position peaked at $383K in Q4 2019. 722 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

  • Estate Counselors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Estate Counselors sold 1,405 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $104K.
  • Estate Counselors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 6 quarters.
  • Estate Counselors's iShares MSCI EAFE Small-Cap ETF position peaked at $383K in Q4 2019.
  • 722 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Estate Counselors's 13F filing for Q4 2021, filed 14 Feb 2022.