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

Forte Capital’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
2022
Q4 		– Sell
-11,991
Closed -$585K – 204
2022
Q3 		$585K Buy
11,991
+50
+0.4% +$2.74K 0.11% 115
2022
Q2 		$652K Buy
11,941
+3,241
+37% +$196K 0.11% 115
2022
Q1 		$636K Hold
8,700
– – 0.08% 135
2021
Q4 		$636K Hold
8,700
– – 0.08% 135
2021
Q3 		$647K Buy
8,700
+3,300
+61% +$251K 0.09% 128
2021
Q2 		$400K Hold
5,400
– – 0.05% 162
2021
Q1 		$388K Hold
5,400
– – 0.06% 157
2020
Q4 		$369K Buy
+5,400
New +$341K 0.06% 157

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Forte Capital's SCZ Position: Q4 2022 in Review

Forte Capital sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 11,991 shares — an estimated $585K sold.

Forte Capital first reported a position in SCZ in Q4 2020 and held it in 8 quarters. The position peaked at $652K in Q2 2022. 683 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Forte Capital reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Forte Capital sold 11,991 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $585K.
  • Forte Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 8 quarters.
  • Forte Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $652K in Q2 2022.
  • 683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Forte Capital's 13F filing for Q4 2022, filed 13 Feb 2023.