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IAM Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

IAM Advisory’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
Q3 		– Sell
-70,335
Closed -$5.22M – 98
2021
Q2 		$5.22M Buy
+70,335
New +$5.28M 0.69% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAM Advisory's SCZ Position: Q3 2021 in Review

IAM Advisory sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2021, closing a stake of 70,335 shares — an estimated $5.22M sold.

IAM Advisory first reported a position in SCZ in Q2 2021 and held it in 1 quarter. The position peaked at $5.22M in Q2 2021. 647 funds tracked by Wall St. Rank hold SCZ as of Q3 2021.

  • IAM Advisory reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 70,335 iShares MSCI EAFE Small-Cap ETF shares in Q3 2021, an estimated $5.22M.
  • IAM Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's iShares MSCI EAFE Small-Cap ETF position peaked at $5.22M in Q2 2021.
  • 647 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.