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Grimes & Company’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Grimes & Company’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
Q2 		– Sell
-5,015
Closed -$333K – 296
2022
Q1 		$333K Buy
5,015
+184
+4% +$12.5K 0.02% 229
2021
Q4 		$353K Sell
4,831
-215
-4% -$16K 0.02% 226
2021
Q3 		$375K Sell
5,046
-154
-3% -$11.7K 0.02% 215
2021
Q2 		$386K Sell
5,200
-30
-0.6% -$2.25K 0.02% 220
2021
Q1 		$376K Buy
+5,230
New +$371K 0.02% 210
2017
Q4 		– Sell
-14,961
Closed -$928K – 222
2017
Q3 		$928K Buy
+14,961
New +$895K 0.1% 104
2017
Q2 		– Sell
-15,445
Closed -$836K – 213
2017
Q1 		$836K Buy
+15,445
New +$812K 0.09% 112
2016
Q4 		– Sell
-18,277
Closed -$958K – 214
2016
Q3 		$958K Buy
+18,277
New +$926K 0.13% 108

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Grimes & Company's SCZ Position: Q2 2022 in Review

Grimes & Company sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 5,015 shares — an estimated $333K sold.

Grimes & Company first reported a position in SCZ in Q3 2016 and held it in 8 quarters. The position peaked at $958K in Q3 2016. 666 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

  • Grimes & Company reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Grimes & Company sold 5,015 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $333K.
  • Grimes & Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2016 and held it in 8 quarters.
  • Grimes & Company's iShares MSCI EAFE Small-Cap ETF position peaked at $958K in Q3 2016.
  • 666 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Grimes & Company's 13F filing for Q2 2022, filed 22 Jul 2022.