Hershey Trust Company’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Hershey Trust Company’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
2022 Q3	–	Sell	-62,500	Closed	-$3.41M	–	30
2022 Q2	$3.41M	Sell	62,500 -40,000	-39%	-$2.42M	0.03%	9
2022 Q1	$6.8M	Sell	102,500 -100,500	-50%	-$6.82M	0.05%	9
2021 Q4	$14.8M	Hold	203,000	–	–	0.12%	7
2021 Q3	$15.1M	Hold	203,000	–	–	0.15%	7
2021 Q2	$15.1M	Buy	203,000 +181,000	+823%	+$13.6M	0.14%	5
2021 Q1	$1.58M	Buy	+22,000	New	+$1.56M	0.02%	10

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

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

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

MMI

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hershey Trust Company's SCZ Position: Q3 2022 in Review

Hershey Trust Company sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 62,500 shares — an estimated $3.41M sold.

Hershey Trust Company first reported a position in SCZ in Q1 2021 and held it in 6 quarters. The position peaked at $15.1M in Q3 2021. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

Hershey Trust Company reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
Hershey Trust Company sold 62,500 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $3.41M.
Hershey Trust Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and held it in 6 quarters.
Hershey Trust Company's iShares MSCI EAFE Small-Cap ETF position peaked at $15.1M in Q3 2021.
632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Hershey Trust Company's 13F filing for Q3 2022, filed 15 Nov 2022.