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Filbrandt Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Filbrandt Wealth Management’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
Q3 		$39K Sell
530
-41
-7% -$3.12K 0.02% 98
2021
Q2 		$42K Buy
571
+5
+0.9% +$375 0.02% 96
2021
Q1 		$41K Buy
+566
New +$40.2K 0.02% 95
2020
Q4 		– Sell
-183
Closed -$11K – 182
2020
Q3 		$11K Buy
+183
New +$10.5K 0.01% 127

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Filbrandt Wealth Management's SCZ Position: Q3 2021 in Review

Filbrandt Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.2% in Q3 2021, selling an estimated $3.12K and leaving 530 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #98.

Filbrandt Wealth Management first reported a position in SCZ in Q3 2020 and has held it in 4 quarters since. The position peaked at $42K in Q2 2021. 646 funds tracked by Wall St. Rank hold SCZ as of Q3 2021.

  • Filbrandt Wealth Management held 530 shares of iShares MSCI EAFE Small-Cap ETF worth $39K as of Q3 2021.
  • Filbrandt Wealth Management sold 41 iShares MSCI EAFE Small-Cap ETF shares in Q3 2021, an estimated $3.12K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Filbrandt Wealth Management's portfolio in Q3 2021, its #98 holding.
  • Filbrandt Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 4 quarters since.
  • Filbrandt Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $42K in Q2 2021.
  • 646 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.