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Fiduciary Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fiduciary Trust’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
Q2 		– Sell
-5,715
Closed -$380K – 668
2022
Q1 		$380K Buy
5,715
+1,520
+36% +$103K 0.01% 519
2021
Q4 		$307K Sell
4,195
-853
-17% -$63.3K 0.01% 562
2021
Q3 		$376K Hold
5,048
– – 0.01% 517
2021
Q2 		$374K Buy
5,048
+1,000
+25% +$75K 0.01% 519
2021
Q1 		$291K Hold
4,048
– – 0.01% 538
2020
Q4 		$277K Buy
+4,048
New +$255K 0.01% 516
2020
Q2 		– Sell
-6,546
Closed -$293K – 537
2020
Q1 		$293K Buy
6,546
+88
+1% +$4.89K 0.01% 423
2019
Q4 		$402K Buy
6,458
+2,378
+58% +$143K 0.01% 415
2019
Q3 		$233K Sell
4,080
-4,853
-54% -$274K 0.01% 477
2019
Q2 		$513K Sell
8,933
-3,681
-29% -$213K 0.01% 353
2019
Q1 		$725K Sell
12,614
-200
-2% -$11.2K 0.02% 295
2018
Q4 		$664K Sell
12,814
-43,630
-77% -$2.44M 0.02% 284
2018
Q3 		$3.52M Buy
56,444
+26,538
+89% +$1.66M 0.1% 150
2018
Q2 		$1.88M Buy
29,906
+14,995
+101% +$981K 0.06% 200
2018
Q1 		$972K Buy
14,911
+1,724
+13% +$114K 0.03% 255
2017
Q4 		$851K Buy
13,187
+1,856
+16% +$117K 0.03% 263
2017
Q3 		$703K Buy
11,331
+5,997
+112% +$359K 0.02% 289
2017
Q2 		$309K Buy
+5,334
New +$304K 0.01% 381

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
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Fiduciary Trust's SCZ Position: Q2 2022 in Review

Fiduciary Trust sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 5,715 shares — an estimated $380K sold.

Fiduciary Trust first reported a position in SCZ in Q2 2017 and held it in 18 quarters. The position peaked at $3.52M in Q3 2018. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

  • Fiduciary Trust reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Fiduciary Trust sold 5,715 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $380K.
  • Fiduciary Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and held it in 18 quarters.
  • Fiduciary Trust's iShares MSCI EAFE Small-Cap ETF position peaked at $3.52M in Q3 2018.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Fiduciary Trust's 13F filing for Q2 2022, filed 12 Aug 2022.