FCA
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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 		$2 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

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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return