Harvest Group Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-11	Closed	-$1K	–	586
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	540
2020 Q3	$1K	Sell	11 -14	-56%	-$803	﹤0.01%	506
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	413
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	425
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	852
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	915
2019 Q2	$1K	Sell	25 -1	-4%	-$58	﹤0.01%	802
2019 Q1	$1K	Buy	+26	New	+$1.46K	﹤0.01%	836

Other funds holding SCZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harvest Group Wealth Management's SCZ Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SCZ in Q1 2019 and held it in 8 quarters. The position peaked at $1K in Q4 2020. 608 funds tracked by Wall St. Rank hold SCZ as of Q1 2021.

Harvest Group Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 11 iShares MSCI EAFE Small-Cap ETF shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1K in Q4 2020.
608 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.