IFAM
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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
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 $544B AUM 28.31% 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 $25.9B AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return