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IEQ Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

IEQ Capital’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
Q4 		– Sell
-8,177
Closed -$399K – 880
2022
Q3 		$399K Sell
8,177
-638
-7% -$35K 0.01% 589
2022
Q2 		$481K Buy
8,815
+638
+8% +$38.6K 0.01% 483
2022
Q1 		$542K Buy
+8,177
New +$555K 0.01% 476
2020
Q1 		– Sell
-3,430
Closed -$214K – 425
2019
Q4 		$214K Buy
+3,430
New +$206K 0.02% 376

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 $544B AUM 28.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IEQ Capital's SCZ Position: Q4 2022 in Review

IEQ Capital sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 8,177 shares — an estimated $399K sold.

IEQ Capital first reported a position in SCZ in Q4 2019 and held it in 4 quarters. The position peaked at $542K in Q1 2022. 683 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • IEQ Capital reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • IEQ Capital sold 8,177 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $399K.
  • IEQ Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 4 quarters.
  • IEQ Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $542K in Q1 2022.
  • 683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on IEQ Capital's 13F filing for Q4 2022, filed 6 Feb 2023.