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

Financial Management Professionals’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
2024
Q2 		– Sell
-191
Closed -$12K – 1000
2024
Q1 		$12K Hold
191
– – ﹤0.01% 510
2023
Q4 		$12K Buy
+191
New +$10.9K ﹤0.01% 509
2021
Q3 		– Sell
-40
Closed -$3K – 1025
2021
Q2 		$3K Sell
40
-80,408
-100% -$6.03M ﹤0.01% 625
2021
Q1 		$5.78M Buy
+80,448
New +$5.71M 1.55% 13
2016
Q4 		– Sell
-81,360
Closed -$4.26M – 320
2016
Q3 		$4.26M Buy
+81,360
New +$4.12M 2.21% 10
2016
Q1 		– Sell
-82,810
Closed -$4.14M – 270
2015
Q4 		$4.14M Buy
+82,810
New +$4.14M 2.12% 10
2014
Q2 		– Sell
-79,094
Closed -$4.13M – 262
2014
Q1 		$4.13M Buy
79,094
+2,070
+3% +$106K 2.84% 10
2013
Q4 		$3.93M Sell
77,024
-2,095
-3% -$104K 2.65% 8
2013
Q3 		$3.84M Buy
79,119
+1,606
+2% +$73.7K 2.38% 9
2013
Q2 		$3.25M Buy
+77,513
New +$3.43M 2.39% 10

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Management Professionals's SCZ Position: Q2 2024 in Review

Financial Management Professionals sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 191 shares — an estimated $12K sold.

Financial Management Professionals first reported a position in SCZ in Q2 2013 and held it in 10 quarters. The position peaked at $5.78M in Q1 2021. 659 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • Financial Management Professionals reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Management Professionals sold 191 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $12K.
  • Financial Management Professionals first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 10 quarters.
  • Financial Management Professionals's iShares MSCI EAFE Small-Cap ETF position peaked at $5.78M in Q1 2021.
  • 659 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Financial Management Professionals's 13F filing for Q2 2024, filed 12 Jul 2024.