Level Four Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Level Four Financial’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
2021 Q2	–	Sell	-2,967	Closed	-$213K	–	348
2021 Q1	$213K	Sell	2,967 -452	-13%	-$32.1K	0.1%	248
2020 Q4	$234K	Buy	+3,419	New	+$216K	0.1%	250

Other funds holding SCZ

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Level Four Financial's SCZ Position: Q2 2021 in Review

Level Four Financial sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2021, closing a stake of 2,967 shares — an estimated $213K sold.

Level Four Financial first reported a position in SCZ in Q4 2020 and held it in 2 quarters. The position peaked at $234K in Q4 2020. 630 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

Level Four Financial reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
Level Four Financial sold 2,967 iShares MSCI EAFE Small-Cap ETF shares in Q2 2021, an estimated $213K.
Level Four Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 2 quarters.
Level Four Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $234K in Q4 2020.
630 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on Level Four Financial's 13F filing for Q2 2021, filed 9 Aug 2021.