GSEP
SCZ icon

Golden State Equity Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Golden State Equity Partners’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
Q1 		$486K Sell
7,331
-2,194
-23% -$149K 0.24% 110
2021
Q4 		$696K Sell
9,525
-384
-4% -$28.5K 0.35% 68
2021
Q3 		$737K Buy
9,909
+394
+4% +$30K 0.3% 82
2021
Q2 		$706K Sell
9,515
-1,376
-13% -$103K 0.27% 94
2021
Q1 		$782K Sell
10,891
-858
-7% -$60.9K 0.45% 67
2020
Q4 		$803K Buy
+11,749
New +$741K 0.55% 49

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Golden State Equity Partners's SCZ Position: Q1 2022 in Review

Golden State Equity Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 23% in Q1 2022, selling an estimated $149K and leaving 7,331 shares worth $486K. The position accounts for 0.24% of the portfolio, ranked #110.

Golden State Equity Partners first reported a position in SCZ in Q4 2020 and has held it in 6 quarters since. The position peaked at $803K in Q4 2020. 698 funds tracked by Wall St. Rank hold SCZ as of Q1 2022.

  • Golden State Equity Partners held 7,331 shares of iShares MSCI EAFE Small-Cap ETF worth $486K as of Q1 2022.
  • Golden State Equity Partners sold 2,194 iShares MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $149K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.24% of Golden State Equity Partners's portfolio in Q1 2022, its #110 holding.
  • Golden State Equity Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 6 quarters since.
  • Golden State Equity Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $803K in Q4 2020.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on Golden State Equity Partners's 13F filing for Q1 2022, filed 16 May 2022.