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Great Diamond Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Great Diamond 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 		– Sell
-92,403
Closed -$6.75M – 229
2021
Q4 		$6.75M Sell
92,403
-3,716
-4% -$276K 1.74% 10
2021
Q3 		$7.15M Buy
96,119
+45,946
+92% +$3.5M 1.96% 7
2021
Q2 		$3.72M Buy
50,173
+1,240
+3% +$93.1K 1.05% 21
2021
Q1 		$3.52M Buy
+48,933
New +$3.47M 1.08% 24

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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Great Diamond Partners's SCZ Position: Q1 2022 in Review

Great Diamond Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2022, closing a stake of 92,403 shares — an estimated $6.75M sold.

Great Diamond Partners first reported a position in SCZ in Q1 2021 and held it in 4 quarters. The position peaked at $7.15M in Q3 2021. 698 funds tracked by Wall St. Rank hold SCZ as of Q1 2022.

  • Great Diamond Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Great Diamond Partners sold 92,403 iShares MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $6.75M.
  • Great Diamond Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and held it in 4 quarters.
  • Great Diamond Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $7.15M in Q3 2021.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on Great Diamond Partners's 13F filing for Q1 2022, filed 5 May 2022.