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

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greenwood Capital Associates's SCZ Position: Q4 2021 in Review

Greenwood Capital Associates sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 31,336 shares — an estimated $2.33M sold.

Greenwood Capital Associates first reported a position in SCZ in Q2 2017 and held it in 7 quarters. The position peaked at $4.73M in Q1 2021. 722 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

Greenwood Capital Associates reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Greenwood Capital Associates sold 31,336 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $2.33M.
Greenwood Capital Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and held it in 7 quarters.
Greenwood Capital Associates's iShares MSCI EAFE Small-Cap ETF position peaked at $4.73M in Q1 2021.
722 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Greenwood Capital Associates's 13F filing for Q4 2021, filed 3 Feb 2022.