Hardy Reed’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Hardy Reed’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 Q2	–	Sell	-7,542	Closed	-$449K	–	112
2023 Q1	$449K	Hold	7,542	–	–	0.08%	65
2022 Q4	$426K	Hold	7,542	–	–	0.08%	66
2022 Q3	$368K	Sell	7,542 -442	-6%	-$24.2K	0.08%	57
2022 Q2	$436K	Hold	7,984	–	–	0.09%	49
2022 Q1	$530K	Sell	7,984 -3,505	-31%	-$238K	0.1%	42
2021 Q4	$840K	Hold	11,489	–	–	0.14%	44
2021 Q3	$855K	Hold	11,489	–	–	0.15%	41
2021 Q2	$852K	Sell	11,489 -38	-0.3%	-$2.85K	0.15%	41
2021 Q1	$828K	Sell	11,527 -512	-4%	-$36.3K	0.16%	39
2020 Q4	$823K	Sell	12,039 -339	-3%	-$21.4K	0.17%	38
2020 Q3	$730K	Sell	12,378 -3,475	-22%	-$199K	0.18%	38
2020 Q2	$850K	Sell	15,853 -8,518	-35%	-$429K	0.3%	32
2020 Q1	$1.09M	Sell	24,371 -52,040	-68%	-$2.89M	0.5%	27
2019 Q4	$4.76M	Sell	76,411 -70	-0.1%	-$4.21K	1.77%	14
2019 Q3	$4.38M	Buy	76,481 +70	+0.1%	+$3.96K	1.75%	14
2019 Q2	$4.39M	Hold	76,411	–	–	1.72%	15
2019 Q1	$4.39M	Sell	76,411 -1,988	-3%	-$111K	1.61%	14
2018 Q4	$4.06M	Buy	+78,399	New	+$4.39M	1.66%	14

Other funds holding SCZ

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

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hardy Reed's SCZ Position: Q2 2023 in Review

Hardy Reed sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 7,542 shares — an estimated $449K sold.

Hardy Reed first reported a position in SCZ in Q4 2018 and held it in 18 quarters. The position peaked at $4.76M in Q4 2019. 668 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

Hardy Reed reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Hardy Reed sold 7,542 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $449K.
Hardy Reed first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 18 quarters.
Hardy Reed's iShares MSCI EAFE Small-Cap ETF position peaked at $4.76M in Q4 2019.
668 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Hardy Reed's 13F filing for Q2 2023, filed 14 Aug 2023.