Institutional & Family Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Institutional & Family Asset Management’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 Q1	–	Sell	-337	Closed	-$25K	–	830
2021 Q4	$25K	Hold	337	–	–	﹤0.01%	344
2021 Q3	$25K	Buy	337 +17	+5%	+$1.29K	﹤0.01%	432
2021 Q2	$24K	Buy	320 +61	+24%	+$4.58K	﹤0.01%	451
2021 Q1	$19K	Hold	259	–	–	﹤0.01%	493
2020 Q4	$18K	Hold	259	–	–	﹤0.01%	456
2020 Q3	$15K	Hold	259	–	–	﹤0.01%	435
2020 Q2	$14K	Buy	+259	New	+$13.1K	﹤0.01%	449

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Institutional & Family Asset Management's SCZ Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2022, closing a stake of 337 shares — an estimated $25K sold.

Institutional & Family Asset Management first reported a position in SCZ in Q2 2020 and held it in 7 quarters. The position peaked at $25K in Q4 2021. 698 funds tracked by Wall St. Rank hold SCZ as of Q1 2022.

Institutional & Family Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 337 iShares MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $25K.
Institutional & Family Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2020 and held it in 7 quarters.
Institutional & Family Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $25K in Q4 2021.
698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.