Hanson & Doremus Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Hanson & Doremus Investment Management’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
2023 Q1	–	Sell	-17	Closed	-$1K	–	508
2022 Q4	$1K	Buy	+17	New	+$913	﹤0.01%	513
2018 Q3	–	Sell	-612	Closed	-$38K	–	483
2018 Q2	$38K	Hold	612	–	–	0.01%	324
2018 Q1	$40K	Hold	612	–	–	0.01%	322
2017 Q4	$39K	Buy	+612	New	+$38.5K	0.01%	322

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hanson & Doremus Investment Management's SCZ Position: Q1 2023 in Review

Hanson & Doremus Investment Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 17 shares — an estimated $1K sold.

Hanson & Doremus Investment Management first reported a position in SCZ in Q4 2017 and held it in 4 quarters. The position peaked at $40K in Q1 2018. 680 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

Hanson & Doremus Investment Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Hanson & Doremus Investment Management sold 17 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $1K.
Hanson & Doremus Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 4 quarters.
Hanson & Doremus Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $40K in Q1 2018.
680 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.