FFN
SCZ icon

Focus Financial Network’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Focus Financial Network’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
2024
Q2 		– Sell
-4,068
Closed -$246K – 669
2024
Q1 		$246K Buy
4,068
+45
+1% +$2.75K 0.01% 547
2023
Q4 		$249K Sell
4,023
-292
-7% -$16.7K 0.01% 628
2023
Q3 		$244K Sell
4,315
-233
-5% -$13.7K 0.01% 518
2023
Q2 		$268K Buy
4,548
+91
+2% +$5.44K 0.01% 496
2023
Q1 		$265K Buy
4,457
+100
+2% +$5.94K 0.02% 477
2022
Q4 		$246K Sell
4,357
-627
-13% -$33.7K 0.02% 410
2022
Q3 		$243K Sell
4,984
-517
-9% -$28.4K 0.02% 407
2022
Q2 		$300K Sell
5,501
-808
-13% -$48.9K 0.02% 379
2022
Q1 		$419K Buy
+6,309
New +$428K 0.03% 331
2021
Q4 		– Sell
-4,827
Closed -$359K – 436
2021
Q3 		$359K Buy
4,827
+375
+8% +$28.5K 0.05% 313
2021
Q2 		$330K Buy
4,452
+585
+15% +$43.9K 0.04% 330
2021
Q1 		$278K Buy
3,867
+114
+3% +$8.09K 0.03% 348
2020
Q4 		$257K Buy
3,753
+56
+2% +$3.53K 0.02% 382
2020
Q3 		$218K Buy
+3,697
New +$212K 0.02% 405
2020
Q1 		– Sell
-3,540
Closed -$220K – 415
2019
Q4 		$220K Buy
+3,540
New +$213K 0.03% 377

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Focus Financial Network's SCZ Position: Q2 2024 in Review

Focus Financial Network sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 4,068 shares — an estimated $246K sold.

Focus Financial Network first reported a position in SCZ in Q4 2019 and held it in 15 quarters. The position peaked at $419K in Q1 2022. 659 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • Focus Financial Network reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Focus Financial Network sold 4,068 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $246K.
  • Focus Financial Network first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 15 quarters.
  • Focus Financial Network's iShares MSCI EAFE Small-Cap ETF position peaked at $419K in Q1 2022.
  • 659 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Focus Financial Network's 13F filing for Q2 2024, filed 22 Jul 2024.