Hartford Investment Management Co (HIMCO)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Hartford Investment Management Co (HIMCO)’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 Q4	–	Sell	-60,100	Closed	-$3.39M	–	512
2023 Q3	$3.39M	Hold	60,100	–	–	0.14%	152
2023 Q2	$3.54M	Hold	60,100	–	–	0.13%	150
2023 Q1	$3.58M	Hold	60,100	–	–	0.12%	177
2022 Q4	$3.39M	Sell	60,100 -33,700	-36%	-$1.81M	0.1%	178
2022 Q3	$4.58M	Hold	93,800	–	–	0.15%	146
2022 Q2	$5.12M	Sell	93,800 -22,300	-19%	-$1.35M	0.16%	138
2022 Q1	$7.7M	Hold	116,100	–	–	0.2%	103
2021 Q4	$8.49M	Buy	116,100 +700	+0.6%	+$52K	0.2%	107
2021 Q3	$8.59M	Sell	115,400 -750	-0.6%	-$57.1K	0.24%	91
2021 Q2	$8.61M	Sell	116,150 -530	-0.5%	-$39.8K	0.21%	99
2021 Q1	$8.38M	Sell	116,680 -480	-0.4%	-$34.1K	0.22%	100
2020 Q4	$8.01M	Sell	117,160 -1,620	-1%	-$102K	0.21%	103
2020 Q3	$7.01M	Sell	118,780 -1,550	-1%	-$88.9K	0.24%	92
2020 Q2	$6.45M	Buy	120,330 +13,000	+12%	+$655K	0.23%	96
2020 Q1	$4.81M	Buy	107,330 +3,030	+3%	+$168K	0.17%	140
2019 Q4	$6.5M	Buy	+104,300	New	+$6.27M	0.17%	142

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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 $147B AUM 18.73% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Hartford Investment Management Co (HIMCO)'s SCZ Position: Q4 2023 in Review

Hartford Investment Management Co (HIMCO) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2023, closing a stake of 60,100 shares — an estimated $3.39M sold.

Hartford Investment Management Co (HIMCO) first reported a position in SCZ in Q4 2019 and held it in 16 quarters. The position peaked at $8.61M in Q2 2021. 708 funds tracked by Wall St. Rank hold SCZ as of Q4 2023.

Hartford Investment Management Co (HIMCO) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Hartford Investment Management Co (HIMCO) sold 60,100 iShares MSCI EAFE Small-Cap ETF shares in Q4 2023, an estimated $3.39M.
Hartford Investment Management Co (HIMCO) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 16 quarters.
Hartford Investment Management Co (HIMCO)'s iShares MSCI EAFE Small-Cap ETF position peaked at $8.61M in Q2 2021.
708 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2023.

Based on Hartford Investment Management Co (HIMCO)'s 13F filing for Q4 2023, filed 23 Jan 2024.