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Laurel Wealth Advisors (North Carolina)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-142
Closed -$9K – 687
2022
Q1 		$9K Hold
142
– – ﹤0.01% 413
2021
Q4 		$10K Hold
142
– – ﹤0.01% 410
2021
Q3 		$11K Hold
142
– – ﹤0.01% 406
2021
Q2 		$11K Buy
+142
New +$10.7K ﹤0.01% 451

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SCZ Position: Q2 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 142 shares — an estimated $9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SCZ in Q2 2021 and held it in 4 quarters. The position peaked at $11K in Q3 2021. 666 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 142 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $9K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares MSCI EAFE Small-Cap ETF position peaked at $11K in Q3 2021.
  • 666 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2022, filed 12 Aug 2022.