Koshinski Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Koshinski 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 Q2	–	Sell	-1,858	Closed	-$123K	–	1728
2022 Q1	$123K	Sell	1,858 -209	-10%	-$14.2K	0.01%	753
2021 Q4	$151K	Hold	2,067	–	–	0.01%	715
2021 Q3	$154K	Buy	+2,067	New	+$157K	0.01%	696
2020 Q1	–	Sell	-8,995	Closed	-$557K	–	511
2019 Q4	$557K	Buy	+8,995	New	+$540K	0.1%	286
2019 Q2	–	Sell	-4,616	Closed	-$268	–	365
2019 Q1	$268	Buy	+4,616	New	+$259K	0.07%	311
2018 Q3	–	Sell	-4,296	Closed	-$270K	–	545
2018 Q2	$270K	Buy	4,296 +34	+0.8%	+$2.23K	0.08%	306
2018 Q1	$278K	Sell	4,262 -1,615	-27%	-$107K	0.09%	298
2017 Q4	$379K	Buy	+5,877	New	+$370K	0.09%	294

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Koshinski Asset Management's SCZ Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 1,858 shares — an estimated $123K sold.

Koshinski Asset Management first reported a position in SCZ in Q4 2017 and held it in 8 quarters. The position peaked at $557K in Q4 2019. 666 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

Koshinski Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 1,858 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $123K.
Koshinski Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 8 quarters.
Koshinski Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $557K in Q4 2019.
666 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.