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

FourThought Financial’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 Q3	$5K	Hold	100	–	–	﹤0.01%	1179
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	1166
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	1125
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	1158
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	1172
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	1170
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	1132
2020 Q4	$6K	Buy	+100	New	+$6.31K	﹤0.01%	1117

Other funds holding SCZ

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

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FourThought Financial's SCZ Position: Q3 2022 in Review

FourThought Financial held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2022 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

FourThought Financial first reported a position in SCZ in Q4 2020 and has held it in 8 quarters since. The position peaked at $7K in Q1 2022. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

FourThought Financial held 100 shares of iShares MSCI EAFE Small-Cap ETF worth $5K as of Q3 2022.
FourThought Financial left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2022.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1179 holding.
FourThought Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $7K in Q1 2022.
632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.