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Harborview Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Harborview Advisors’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
Q3 		$2.79M Buy
37,495
+229
+0.6% +$17.4K 1.56% 16
2021
Q2 		$2.76M Buy
37,266
+4,084
+12% +$307K 1.55% 16
2021
Q1 		$2.38M Buy
33,182
+10,021
+43% +$711K 1.44% 17
2020
Q4 		$1.58M Buy
23,161
+1,464
+7% +$92.4K 1.06% 20
2020
Q3 		$1.28M Buy
+21,697
New +$1.24M 0.98% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harborview Advisors's SCZ Position: Q3 2021 in Review

Harborview Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.61% in Q3 2021, buying an estimated $17.4K and bringing the position to 37,495 shares worth $2.79M. The position accounts for 1.56% of the portfolio, ranked #16.

Harborview Advisors first reported a position in SCZ in Q3 2020 and has held it in 5 quarters since. 647 funds tracked by Wall St. Rank hold SCZ as of Q3 2021.

  • Harborview Advisors held 37,495 shares of iShares MSCI EAFE Small-Cap ETF worth $2.79M as of Q3 2021.
  • Harborview Advisors bought 229 iShares MSCI EAFE Small-Cap ETF shares in Q3 2021, an estimated $17.4K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.56% of Harborview Advisors's portfolio in Q3 2021, its #16 holding.
  • Harborview Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 5 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.