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 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

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

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

MMI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Intelligence Driven Advisers's SCZ Position: Q2 2023 in Review

Intelligence Driven Advisers sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 3,632 shares — an estimated $214K sold.

Intelligence Driven Advisers first reported a position in SCZ in Q4 2018 and held it in 8 quarters. The position peaked at $5.51M in Q4 2019. 668 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

Intelligence Driven Advisers reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 3,632 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $214K.
Intelligence Driven Advisers first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 8 quarters.
Intelligence Driven Advisers's iShares MSCI EAFE Small-Cap ETF position peaked at $5.51M in Q4 2019.
668 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Intelligence Driven Advisers's 13F filing for Q2 2023, filed 18 Jul 2023.