Firestone Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Firestone Capital 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
2021 Q4	–	Sell	-285	Closed	-$21K	–	380
2021 Q3	$21K	Hold	285	–	–	0.01%	306
2021 Q2	$21K	Hold	285	–	–	0.01%	298
2021 Q1	$20K	Sell	285 -205	-42%	-$14.6K	0.01%	307
2020 Q4	$33K	Hold	490	–	–	0.01%	249
2020 Q3	$29K	Hold	490	–	–	0.01%	234
2020 Q2	$26K	Hold	490	–	–	0.01%	238
2020 Q1	$22K	Hold	490	–	–	0.01%	243
2019 Q4	$31K	Buy	+490	New	+$29.4K	0.01%	256

Other funds holding SCZ

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

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

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

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

Firestone Capital Management's SCZ Position: Q4 2021 in Review

Firestone Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 285 shares — an estimated $21K sold.

Firestone Capital Management first reported a position in SCZ in Q4 2019 and held it in 8 quarters. The position peaked at $33K in Q4 2020. 722 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

Firestone Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 285 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $21K.
Firestone Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $33K in Q4 2020.
722 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.