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

First Capital Advisors Group’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 Q2	$120K	Hold	2,043	–	–	0.06%	195
2023 Q1	$122K	Sell	2,043 -84	-4%	-$4.99K	0.08%	149
2022 Q4	$120K	Buy	2,127 +46	+2%	+$2.47K	0.08%	163
2022 Q3	$102K	Buy	+2,081	New	+$114K	0.09%	150
2018 Q2	–	Sell	-143	Closed	-$9K	–	658
2018 Q1	$9K	Buy	+143	New	+$9.44K	0.01%	558

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MMI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Capital Advisors Group's SCZ Position: Q2 2023 in Review

First Capital Advisors Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2023 at 2,043 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #195.

First Capital Advisors Group first reported a position in SCZ in Q1 2018 and has held it in 5 quarters since. The position peaked at $122K in Q1 2023. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

First Capital Advisors Group held 2,043 shares of iShares MSCI EAFE Small-Cap ETF worth $120K as of Q2 2023.
First Capital Advisors Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2023.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of First Capital Advisors Group's portfolio in Q2 2023, its #195 holding.
First Capital Advisors Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and has held it in 5 quarters since.
First Capital Advisors Group's iShares MSCI EAFE Small-Cap ETF position peaked at $122K in Q1 2023.
667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.