IWS
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Insight Wealth Strategies’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Insight Wealth Strategies’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
-3,317
Closed -$220K – 162
2022
Q1 		$220K Sell
3,317
-302
-8% -$20.5K 0.03% 150
2021
Q4 		$265K Sell
3,619
-1,672
-32% -$124K 0.04% 140
2021
Q3 		$394K Sell
5,291
-18,022
-77% -$1.37M 0.06% 150
2021
Q2 		$1.73M Buy
23,313
+2,613
+13% +$196K 0.25% 58
2021
Q1 		$1.49M Buy
20,700
+3,636
+21% +$258K 0.2% 75
2020
Q4 		$1.17M Buy
17,064
+11,819
+225% +$746K 0.2% 65
2020
Q3 		$309K Sell
5,245
-11
-0.2% -$631 0.06% 141
2020
Q2 		$282K Sell
5,256
-21,747
-81% -$1.1M 0.06% 133
2020
Q1 		$1.21M Sell
27,003
-15,503
-36% -$862K 0.32% 31
2019
Q4 		$2.65M Buy
42,506
+9,097
+27% +$547K 0.56% 30
2019
Q3 		$1.91M Buy
33,409
+5,185
+18% +$293K 0.45% 43
2019
Q2 		$1.62M Sell
28,224
-5,867
-17% -$339K 0.4% 45
2019
Q1 		$1.96M Buy
34,091
+10,970
+47% +$614K 0.55% 35
2018
Q4 		$1.2M Buy
+23,121
New +$1.29M 0.37% 43

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $71.9B AUM 28.03% 1-Year Est. Return

Insight Wealth Strategies's SCZ Position: Q2 2022 in Review

Insight Wealth Strategies sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 3,317 shares — an estimated $220K sold.

Insight Wealth Strategies first reported a position in SCZ in Q4 2018 and held it in 14 quarters. The position peaked at $2.65M in Q4 2019. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

  • Insight Wealth Strategies reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,317 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $220K.
  • Insight Wealth Strategies first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 14 quarters.
  • Insight Wealth Strategies's iShares MSCI EAFE Small-Cap ETF position peaked at $2.65M in Q4 2019.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Insight Wealth Strategies's 13F filing for Q2 2022, filed 1 Jul 2022.