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Fulcrum Equity Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fulcrum Equity Management’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
Q4 		– Sell
-5,030
Closed -$374K – 202
2021
Q3 		$374K Buy
+5,030
New +$383K 0.15% 104
2020
Q4 		– Sell
-8,721
Closed -$514K – 170
2020
Q3 		$514K Sell
8,721
-16,741
-66% -$960K 0.24% 69
2020
Q2 		$1.36M Buy
+25,462
New +$1.28M 0.65% 38
2020
Q1 		– Sell
-30,649
Closed -$1.91M – 87
2019
Q4 		$1.91M Buy
+30,649
New +$1.84M 1% 16

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fulcrum Equity Management's SCZ Position: Q4 2021 in Review

Fulcrum Equity Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 5,030 shares — an estimated $374K sold.

Fulcrum Equity Management first reported a position in SCZ in Q4 2019 and held it in 4 quarters. The position peaked at $1.91M in Q4 2019. 722 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

  • Fulcrum Equity Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 5,030 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $374K.
  • Fulcrum Equity Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 4 quarters.
  • Fulcrum Equity Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.91M in Q4 2019.
  • 722 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.