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FMA Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

FMA Advisory’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
Q2 		– Sell
-4,435
Closed -$319K – 160
2021
Q1 		$319K Buy
4,435
+1
+0% +$71 0.1% 150
2020
Q4 		$303K Buy
4,434
+24
+0.5% +$1.51K 0.1% 157
2020
Q3 		$260K Hold
4,410
– – 0.1% 151
2020
Q2 		$236K Sell
4,410
-463
-10% -$23.3K 0.11% 146
2020
Q1 		$218K Sell
4,873
-728
-13% -$40.5K 0.12% 137
2019
Q4 		$349K Buy
5,601
+64
+1% +$3.85K 0.14% 129
2019
Q3 		$317K Hold
5,537
– – 0.14% 133
2019
Q2 		$318K Sell
5,537
-178
-3% -$10.3K 0.14% 127
2019
Q1 		$328K Hold
5,715
– – 0.15% 129
2018
Q4 		$296K Buy
5,715
+34
+0.6% +$1.9K 0.15% 128
2018
Q3 		$354K Sell
5,681
-105
-2% -$6.56K 0.16% 124
2018
Q2 		$363K Buy
5,786
+30
+0.5% +$1.96K 0.17% 122
2018
Q1 		$375K Hold
5,756
– – 0.18% 118
2017
Q4 		$371K Buy
5,756
+213
+4% +$13.4K 0.17% 122
2017
Q3 		$343K Buy
+5,543
New +$332K 0.2% 111
2017
Q2 		– Sell
-6,956
Closed -$377K – 134
2017
Q1 		$377K Buy
+6,956
New +$365K 0.19% 113

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FMA Advisory's SCZ Position: Q2 2021 in Review

FMA Advisory sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2021, closing a stake of 4,435 shares — an estimated $319K sold.

FMA Advisory first reported a position in SCZ in Q1 2017 and held it in 16 quarters. The position peaked at $377K in Q1 2017. 630 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

  • FMA Advisory reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • FMA Advisory sold 4,435 iShares MSCI EAFE Small-Cap ETF shares in Q2 2021, an estimated $319K.
  • FMA Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and held it in 16 quarters.
  • FMA Advisory's iShares MSCI EAFE Small-Cap ETF position peaked at $377K in Q1 2017.
  • 630 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on FMA Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.