M1FG
SCZ icon

Mach-1 Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Mach-1 Financial Group’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
Q4 		– Sell
-145
Closed -$7K – 395
2022
Q3 		$7K Buy
145
+25
+21% +$1.37K 0.01% 257
2022
Q2 		$6K Buy
+120
New +$7.26K ﹤0.01% 296

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $544B AUM 28.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mach-1 Financial Group's SCZ Position: Q4 2022 in Review

Mach-1 Financial Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 145 shares — an estimated $7K sold.

Mach-1 Financial Group first reported a position in SCZ in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 683 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Mach-1 Financial Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 145 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $7K.
  • Mach-1 Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and held it in 2 quarters.
  • Mach-1 Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $7K in Q3 2022.
  • 683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.