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SCZ icon

Gofen & Glossberg’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Gofen & Glossberg’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 		$292K Buy
5,177
+618
+14% +$33.2K 0.01% 434
2022
Q3 		$222K Sell
4,559
-2,191
-32% -$120K 0.01% 474
2022
Q2 		$369K Sell
6,750
-679
-9% -$41.1K 0.01% 379
2022
Q1 		$493K Sell
7,429
-2,300
-24% -$156K 0.01% 351
2021
Q4 		$711K Buy
9,729
+123
+1% +$9.13K 0.02% 293
2021
Q3 		$715K Sell
9,606
-4,355
-31% -$331K 0.02% 289
2021
Q2 		$1.03M Buy
13,961
+928
+7% +$69.6K 0.02% 237
2021
Q1 		$936K Sell
13,033
-4,624
-26% -$328K 0.02% 240
2020
Q4 		$1.21M Buy
17,657
+970
+6% +$61.2K 0.03% 216
2020
Q3 		$984K Sell
16,687
-1,650
-9% -$94.6K 0.03% 218
2020
Q2 		$983K Buy
18,337
+1
+0% +$50 0.03% 207
2020
Q1 		$822K Sell
18,336
-1,807
-9% -$100K 0.03% 212
2019
Q4 		$1.25M Buy
20,143
+497
+3% +$29.9K 0.04% 195
2019
Q3 		$1.12M Sell
19,646
-1,075
-5% -$60.7K 0.04% 200
2019
Q2 		$1.19M Sell
20,721
-698
-3% -$40.3K 0.04% 198
2019
Q1 		$1.23M Sell
21,419
-5
-0% -$280 0.04% 193
2018
Q4 		$1.11M Sell
21,424
-7,346
-26% -$411K 0.04% 188
2018
Q3 		$1.79M Sell
28,770
-1,000
-3% -$62.4K 0.06% 173
2018
Q2 		$1.87M Buy
29,770
+107
+0.4% +$7K 0.07% 169
2018
Q1 		$1.93M Sell
29,663
-1,520
-5% -$100K 0.07% 170
2017
Q4 		$2.01M Buy
31,183
+1,699
+6% +$107K 0.07% 172
2017
Q3 		$1.83M Hold
29,484
– – 0.07% 178
2017
Q2 		$1.71M Sell
29,484
-400
-1% -$22.8K 0.06% 182
2017
Q1 		$1.62M Buy
29,884
+6,824
+30% +$359K 0.06% 184
2016
Q4 		$1.15M Hold
23,060
– – 0.05% 193
2016
Q3 		$1.21M Sell
23,060
-467
-2% -$23.7K 0.05% 188
2016
Q2 		$1.14M Sell
23,527
-100
-0.4% -$5.02K 0.05% 188
2016
Q1 		$1.18M Sell
23,627
-1,075
-4% -$50.6K 0.05% 186
2015
Q4 		$1.23M Hold
24,702
– – 0.05% 184
2015
Q3 		$1.18M Hold
24,702
– – 0.05% 192
2015
Q2 		$1.26M Hold
24,702
– – 0.05% 194
2015
Q1 		$1.22M Hold
24,702
– – 0.05% 198
2014
Q4 		$1.15M Hold
24,702
– – 0.05% 200
2014
Q3 		$1.2M Sell
24,702
-200
-0.8% -$10.2K 0.05% 192
2014
Q2 		$1.32M Hold
24,902
– – 0.06% 186
2014
Q1 		$1.31M Hold
24,902
– – 0.06% 184
2013
Q4 		$1.27M Buy
24,902
+152
+0.6% +$7.54K 0.06% 184
2013
Q3 		$1.2M Hold
24,750
– – 0.06% 181
2013
Q2 		$1.04M Buy
+24,750
New +$1.1M 0.06% 177

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

Gofen & Glossberg's SCZ Position: Q4 2022 in Review

Gofen & Glossberg increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 14% in Q4 2022, buying an estimated $33.2K and bringing the position to 5,177 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #434.

Gofen & Glossberg first reported a position in SCZ in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.01M in Q4 2017. 684 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Gofen & Glossberg held 5,177 shares of iShares MSCI EAFE Small-Cap ETF worth $292K as of Q4 2022.
  • Gofen & Glossberg bought 618 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $33.2K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #434 holding.
  • Gofen & Glossberg first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 39 quarters since.
  • Gofen & Glossberg's iShares MSCI EAFE Small-Cap ETF position peaked at $2.01M in Q4 2017.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.