FinTrust Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

FinTrust Capital Advisors’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 Q3	–	Sell	-13	Closed	-$735	–	1332
2023 Q2	$735	Hold	13	–	–	﹤0.01%	1125
2023 Q1	$735	Hold	13	–	–	﹤0.01%	1117
2022 Q4	$734	Sell	13 -12	-48%	-$644	﹤0.01%	1114
2022 Q3	$1K	Buy	+25	New	+$1.37K	﹤0.01%	1190
2021 Q2	–	Sell	-39	Closed	-$3K	–	1207
2021 Q1	$3K	Hold	39	–	–	﹤0.01%	1074
2020 Q4	$3K	Hold	39	–	–	﹤0.01%	1002
2020 Q3	$2K	Hold	39	–	–	﹤0.01%	1075
2020 Q2	$2K	Buy	+39	New	+$1.97K	﹤0.01%	952
2019 Q1	–	Sell	-50	Closed	-$3K	–	1334
2018 Q4	$3K	Buy	+50	New	+$2.8K	﹤0.01%	1060

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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 $171B AUM 24.68% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMI

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FinTrust Capital Advisors's SCZ Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2023, closing a stake of 13 shares — an estimated $735 sold.

FinTrust Capital Advisors first reported a position in SCZ in Q4 2018 and held it in 9 quarters. The position peaked at $3K in Q1 2021. 651 funds tracked by Wall St. Rank hold SCZ as of Q3 2023.

FinTrust Capital Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 13 iShares MSCI EAFE Small-Cap ETF shares in Q3 2023, an estimated $735.
FinTrust Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 9 quarters.
FinTrust Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $3K in Q1 2021.
651 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.