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

IFG 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
2022
Q4 		– Sell
-41,696
Closed -$2.03M – 533
2022
Q3 		$2.03M Buy
+41,696
New +$2.29M 0.18% 117
2021
Q2 		– Sell
-2,844
Closed -$204K – 510
2021
Q1 		$204K Buy
+2,844
New +$202K 0.03% 466
2020
Q4 		– Sell
-4,345
Closed -$256K – 456
2020
Q3 		$256K Sell
4,345
-10
-0.2% -$573 0.04% 351
2020
Q2 		$233K Sell
4,355
-1,661
-28% -$83.7K 0.04% 351
2020
Q1 		$269K Buy
6,016
+326
+6% +$18.1K 0.06% 291
2019
Q4 		$354K Hold
5,690
– – 0.06% 288
2019
Q3 		$325K Buy
+5,690
New +$322K 0.06% 287

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 $3.26B AUM 12.5% 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