Financial Advocates Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Financial Advocates Investment 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
2023 Q4	–	Sell	-39,650	Closed	-$3.5M	–	776
2023 Q3	$3.5M	Buy	+39,650	New	+$2.34M	0.25%	101
2023 Q2	–	Sell	-4,149	Closed	-$227K	–	767
2023 Q1	$227K	Buy	4,149 +146	+4%	+$8.67K	0.02%	645
2022 Q4	$212K	Buy	+4,003	New	+$215K	0.02%	674
2021 Q1	–	Sell	-7,266	Closed	-$381K	–	793
2020 Q4	$381K	Buy	+7,266	New	+$459K	0.03%	506

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's SCZ Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2023, closing a stake of 39,650 shares — an estimated $3.5M sold.

Financial Advocates Investment Management first reported a position in SCZ in Q4 2020 and held it in 4 quarters. The position peaked at $3.5M in Q3 2023. 708 funds tracked by Wall St. Rank hold SCZ as of Q4 2023.

Financial Advocates Investment Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 39,650 iShares MSCI EAFE Small-Cap ETF shares in Q4 2023, an estimated $3.5M.
Financial Advocates Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 4 quarters.
Financial Advocates Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3.5M in Q3 2023.
708 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.