IDA
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Intelligence Driven Advisers’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Intelligence Driven Advisers’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
Q2 		– Sell
-3,632
Closed -$214K – 107
2023
Q1 		$214K Buy
+3,632
New +$216K 0.04% 86
2020
Q3 		– Sell
-89,342
Closed -$4.79M – 102
2020
Q2 		$4.79M Sell
89,342
-3,541
-4% -$178K 1.69% 17
2020
Q1 		$4.16M Buy
92,883
+4,381
+5% +$243K 1.93% 14
2019
Q4 		$5.51M Buy
88,502
+3,327
+4% +$200K 2.5% 11
2019
Q3 		$4.88M Sell
85,175
-1,030
-1% -$58.2K 2.31% 12
2019
Q2 		$4.95M Buy
86,205
+37,626
+77% +$2.17M 2.35% 14
2019
Q1 		$2.79M Sell
48,579
-1,105
-2% -$61.9K 1.53% 18
2018
Q4 		$2.58M Buy
+49,684
New +$2.78M 1.63% 18

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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return