LC
SCZ icon

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

Lavaca Capital’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
-3,774
Closed -$206K – 164
2022
Q2 		$206K Buy
3,774
+75
+2% +$4.54K 0.03% 153
2022
Q1 		$245K Buy
3,699
+3
+0.1% +$204 0.03% 173
2021
Q4 		$270K Buy
+3,696
New +$274K 0.03% 143
2020
Q3 		– Sell
-8,383
Closed -$449K – 115
2020
Q2 		$449K Buy
+8,383
New +$422K 0.14% 58

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 22.9% 1-Year Est. Return

Lavaca Capital's SCZ Position: Q3 2022 in Review

Lavaca Capital sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 3,774 shares — an estimated $206K sold.

Lavaca Capital first reported a position in SCZ in Q2 2020 and held it in 4 quarters. The position peaked at $449K in Q2 2020. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • Lavaca Capital reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Lavaca Capital sold 3,774 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $206K.
  • Lavaca Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2020 and held it in 4 quarters.
  • Lavaca Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $449K in Q2 2020.
  • 632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Lavaca Capital's 13F filing for Q3 2022, filed 14 Nov 2022.