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Horizon Investment Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Horizon Investment Services’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
Q2 		– Sell
-8,949
Closed -$594K – 111
2022
Q1 		$594K Sell
8,949
-83
-0.9% -$5.64K 0.31% 72
2021
Q4 		$660K Buy
9,032
+583
+7% +$43.3K 0.3% 75
2021
Q3 		$629K Buy
8,449
+723
+9% +$55K 0.31% 71
2021
Q2 		$573K Buy
7,726
+620
+9% +$46.5K 0.28% 69
2021
Q1 		$511K Buy
7,106
+1,674
+31% +$119K 0.27% 69
2020
Q4 		$371K Buy
5,432
+356
+7% +$22.5K 0.23% 77
2020
Q3 		$299K Buy
5,076
+215
+4% +$12.3K 0.2% 84
2020
Q2 		$261K Buy
+4,861
New +$245K 0.18% 91
2020
Q1 		– Sell
-3,559
Closed -$222K – 109
2019
Q4 		$222K Buy
+3,559
New +$214K 0.15% 95
2016
Q2 		– Sell
-5,222
Closed -$260K – 115
2016
Q1 		$260K Sell
5,222
-672
-11% -$31.6K 0.12% 95
2015
Q4 		$294K Sell
5,894
-579
-9% -$28.9K 0.13% 99
2015
Q3 		$309K Buy
6,473
+699
+12% +$34.9K 0.15% 92
2015
Q2 		$295K Buy
5,774
+138
+2% +$7.19K 0.12% 105
2015
Q1 		$279K Sell
5,636
-89
-2% -$4.3K 0.12% 116
2014
Q4 		$267K Buy
5,725
+1,381
+32% +$65.2K 0.13% 113
2014
Q3 		$211K Buy
+4,344
New +$222K 0.11% 119

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Creative Planning
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Horizon Investment Services's SCZ Position: Q2 2022 in Review

Horizon Investment Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 8,949 shares — an estimated $594K sold.

Horizon Investment Services first reported a position in SCZ in Q3 2014 and held it in 16 quarters. The position peaked at $660K in Q4 2021. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

  • Horizon Investment Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Horizon Investment Services sold 8,949 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $594K.
  • Horizon Investment Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2014 and held it in 16 quarters.
  • Horizon Investment Services's iShares MSCI EAFE Small-Cap ETF position peaked at $660K in Q4 2021.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Horizon Investment Services's 13F filing for Q2 2022, filed 11 Aug 2022.