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Kelly Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-27
Closed -$1.47K – 715
2022
Q2 		$1.47K Buy
27
+1
+4% +$61 ﹤0.01% 529
2022
Q1 		$1.75K Hold
26
– – ﹤0.01% 528
2021
Q4 		$1.93K Hold
26
– – ﹤0.01% 542
2021
Q3 		$1.93K Hold
26
– – ﹤0.01% 517
2021
Q2 		$1.92K Buy
+26
New +$1.95K ﹤0.01% 509

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kelly Financial Services's SCZ Position: Q3 2022 in Review

Kelly Financial Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 27 shares — an estimated $1.47K sold.

Kelly Financial Services first reported a position in SCZ in Q2 2021 and held it in 5 quarters. The position peaked at $1.93K in Q4 2021. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • Kelly Financial Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Kelly Financial Services sold 27 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $1.47K.
  • Kelly Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and held it in 5 quarters.
  • Kelly Financial Services's iShares MSCI EAFE Small-Cap ETF position peaked at $1.93K in Q4 2021.
  • 632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Kelly Financial Services's 13F filing for Q3 2022, filed 17 Jul 2024.