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

Insigneo Advisory 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
2023
Q4 		– Sell
-4,240
Closed -$239K – 449
2023
Q3 		$239K Buy
+4,240
New +$250K 0.05% 331

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Insigneo Advisory Services's SCZ Position: Q4 2023 in Review

Insigneo Advisory Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2023, closing a stake of 4,240 shares — an estimated $239K sold.

Insigneo Advisory Services first reported a position in SCZ in Q3 2023 and held it in 1 quarter. The position peaked at $239K in Q3 2023. 707 funds tracked by Wall St. Rank hold SCZ as of Q4 2023.

  • Insigneo Advisory Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Insigneo Advisory Services sold 4,240 iShares MSCI EAFE Small-Cap ETF shares in Q4 2023, an estimated $239K.
  • Insigneo Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Insigneo Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $239K in Q3 2023.
  • 707 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2023.

Based on Insigneo Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.