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

First Foundation 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 Q4	–	Sell	-16,673	Closed	-$942K	–	454
2023 Q3	$942K	Sell	16,673 -188	-1%	-$11.1K	0.04%	178
2023 Q2	$994K	Sell	16,861 -174	-1%	-$10.4K	0.04%	178
2023 Q1	$1.01M	Buy	17,035 +1,518	+10%	+$90.1K	0.05%	176
2022 Q4	$876K	Hold	15,517	–	–	0.04%	193
2022 Q3	$757K	Sell	15,517 -1,000	-6%	-$54.8K	0.04%	192
2022 Q2	$902K	Buy	+16,517	New	+$999K	0.04%	186
2019 Q1	–	Sell	-3,938	Closed	-$204K	–	373
2018 Q4	$204K	Sell	3,938 -971	-20%	-$54.4K	0.01%	350
2018 Q3	$306K	Sell	4,909 -246	-5%	-$15.4K	0.02%	287
2018 Q2	$323K	Buy	+5,155	New	+$337K	0.02%	262

Other funds holding SCZ

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

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

First Foundation Advisors's SCZ Position: Q4 2023 in Review

First Foundation Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2023, closing a stake of 16,673 shares — an estimated $942K sold.

First Foundation Advisors first reported a position in SCZ in Q2 2018 and held it in 9 quarters. The position peaked at $1.01M in Q1 2023. 707 funds tracked by Wall St. Rank hold SCZ as of Q4 2023.

First Foundation Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
First Foundation Advisors sold 16,673 iShares MSCI EAFE Small-Cap ETF shares in Q4 2023, an estimated $942K.
First Foundation Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and held it in 9 quarters.
First Foundation Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.01M in Q1 2023.
707 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.