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

Hoover Financial 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
Q2 		$15K Hold
200
– – ﹤0.01% 432
2021
Q1 		$15K Hold
200
– – ﹤0.01% 391
2020
Q4 		$14K Sell
200
-1,905
-90% -$120K ﹤0.01% 378
2020
Q3 		$124K Hold
2,105
– – 0.04% 113
2020
Q2 		$113K Buy
+2,105
New +$106K 0.04% 129

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hoover Financial Advisors's SCZ Position: Q2 2021 in Review

Hoover Financial Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2021 at 200 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Hoover Financial Advisors first reported a position in SCZ in Q2 2020 and has held it in 5 quarters since. The position peaked at $124K in Q3 2020. 631 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

  • Hoover Financial Advisors held 200 shares of iShares MSCI EAFE Small-Cap ETF worth $15K as of Q2 2021.
  • Hoover Financial Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2021.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #432 holding.
  • Hoover Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2020 and has held it in 5 quarters since.
  • Hoover Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $124K in Q3 2020.
  • 631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.