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Leelyn Smith’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-212
Closed -$12K – 360
2022
Q4 		$12K Hold
212
– – ﹤0.01% 307
2022
Q3 		$10K Hold
212
– – ﹤0.01% 289
2022
Q2 		$12K Sell
212
-91
-30% -$5.51K ﹤0.01% 276
2022
Q1 		$20K Buy
303
+1
+0.3% +$68 0.01% 243
2021
Q4 		$22K Buy
302
+207
+218% +$15.4K 0.01% 240
2021
Q3 		$7K Hold
95
– – ﹤0.01% 305
2021
Q2 		$7K Hold
95
– – ﹤0.01% 302
2021
Q1 		$7K Hold
95
– – ﹤0.01% 319
2020
Q4 		$6K Buy
+95
New +$6K ﹤0.01% 306

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Leelyn Smith's SCZ Position: Q1 2023 in Review

Leelyn Smith sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 212 shares — an estimated $12K sold.

Leelyn Smith first reported a position in SCZ in Q4 2020 and held it in 9 quarters. The position peaked at $22K in Q4 2021. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Leelyn Smith reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 212 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $12K.
  • Leelyn Smith first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 9 quarters.
  • Leelyn Smith's iShares MSCI EAFE Small-Cap ETF position peaked at $22K in Q4 2021.
  • 681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.