GCA
SCZ icon

Greenwood Capital Associates’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Greenwood Capital Associates’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
-31,336
Closed -$2.33M – 225
2021
Q3 		$2.33M Buy
+31,336
New +$2.39M 0.36% 67
2021
Q2 		– Sell
-65,794
Closed -$4.73M – 229
2021
Q1 		$4.73M Buy
65,794
+6,827
+12% +$485K 0.74% 44
2020
Q4 		$4.03M Buy
58,967
+26,758
+83% +$1.69M 0.68% 52
2020
Q3 		$1.9M Buy
32,209
+3,106
+11% +$178K 0.37% 71
2020
Q2 		$1.56M Buy
+29,103
New +$1.47M 0.36% 64
2020
Q1 		– Sell
-42,730
Closed -$2.66M – 198
2019
Q4 		$2.66M Buy
+42,730
New +$2.57M 0.56% 56
2017
Q3 		– Sell
-9,913
Closed -$573K – 223
2017
Q2 		$573K Buy
+9,913
New +$565K 0.15% 100

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TF
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Bank of America
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State of New Jersey Common Pension Fund D
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Creative Planning
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BlackRock
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MMI
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return