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Financial Consulate’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Financial Consulate’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
Q3 		– Sell
-4,302
Closed -$235K – 125
2022
Q2 		$235K Sell
4,302
-975
-18% -$59K 0.11% 112
2022
Q1 		$350K Sell
5,277
-385
-7% -$26.1K 0.13% 89
2021
Q4 		$414K Buy
5,662
+394
+7% +$29.3K 0.14% 88
2021
Q3 		$392K Sell
5,268
-118
-2% -$8.98K 0.14% 77
2021
Q2 		$399K Buy
5,386
+95
+2% +$7.13K 0.14% 73
2021
Q1 		$380K Sell
5,291
-176
-3% -$12.5K 0.15% 72
2020
Q4 		$374K Sell
5,467
-361
-6% -$22.8K 0.16% 68
2020
Q3 		$344K Buy
5,828
+241
+4% +$13.8K 0.16% 71
2020
Q2 		$300K Sell
5,587
-461
-8% -$23.2K 0.15% 74
2020
Q1 		$271K Buy
6,048
+1,495
+33% +$83.1K 0.16% 75
2019
Q4 		$284K Sell
4,553
-5,985
-57% -$360K 0.13% 81
2019
Q3 		$603K Buy
10,538
+466
+5% +$26.3K 0.26% 54
2019
Q2 		$578K Buy
10,072
+297
+3% +$17.1K 0.26% 54
2019
Q1 		$561K Buy
9,775
+4,965
+103% +$278K 0.26% 60
2018
Q4 		$249K Sell
4,810
-1,633
-25% -$91.4K 0.15% 92
2018
Q3 		$401K Buy
6,443
+1,213
+23% +$75.7K 0.23% 78
2018
Q2 		$328K Buy
5,230
+406
+8% +$26.6K 0.17% 84
2018
Q1 		$314K Sell
4,824
-6,463
-57% -$426K 0.17% 86
2017
Q4 		$728K Sell
11,287
-2,003
-15% -$126K 0.37% 50
2017
Q3 		$824K Buy
13,290
+241
+2% +$14.4K 0.45% 49
2017
Q2 		$755K Sell
13,049
-119
-0.9% -$6.78K 0.44% 47
2017
Q1 		$713K Buy
+13,168
New +$692K 0.45% 47
2016
Q2 		– Sell
-4,883
Closed -$243K – 78
2016
Q1 		$243K Buy
4,883
+12
+0.2% +$564 0.17% 62
2015
Q4 		$243K Buy
+4,871
New +$243K 0.17% 61

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Consulate's SCZ Position: Q3 2022 in Review

Financial Consulate sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 4,302 shares — an estimated $235K sold.

Financial Consulate first reported a position in SCZ in Q4 2015 and held it in 24 quarters. The position peaked at $824K in Q3 2017. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • Financial Consulate reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Consulate sold 4,302 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $235K.
  • Financial Consulate first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and held it in 24 quarters.
  • Financial Consulate's iShares MSCI EAFE Small-Cap ETF position peaked at $824K in Q3 2017.
  • 632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Financial Consulate's 13F filing for Q3 2022, filed 20 Oct 2022.