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Jacobi Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-155
Closed -$12K – 1155
2021
Q3 		$12K Hold
155
– – ﹤0.01% 1010
2021
Q2 		$11K Buy
155
+1
+0.6% +$75 ﹤0.01% 1011
2021
Q1 		$11K Hold
154
– – ﹤0.01% 964
2020
Q4 		$10K Buy
154
+1
+0.7% +$63 ﹤0.01% 879
2020
Q3 		$9K Sell
153
-2,448
-94% -$140K ﹤0.01% 830
2020
Q2 		$8K Buy
+2,601
New +$131K ﹤0.01% 823

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobi Capital Management's SCZ Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 155 shares — an estimated $12K sold.

Jacobi Capital Management first reported a position in SCZ in Q2 2020 and held it in 6 quarters. The position peaked at $12K in Q3 2021. 722 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

  • Jacobi Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 155 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $12K.
  • Jacobi Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2020 and held it in 6 quarters.
  • Jacobi Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $12K in Q3 2021.
  • 722 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.