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Madison Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Madison Asset Management’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
-3,298
Closed -$237K – 324
2021
Q1 		$237K Hold
3,298
– – ﹤0.01% 309
2020
Q4 		$225K Buy
+3,298
New +$208K ﹤0.01% 296
2020
Q2 		– Sell
-80,397
Closed -$3.6M – 287
2020
Q1 		$3.6M Sell
80,397
-393,499
-83% -$21.9M 0.07% 167
2019
Q4 		$29.5M Buy
+473,896
New +$28.5M 0.45% 69

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Madison Asset Management's SCZ Position: Q2 2021 in Review

Madison Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2021, closing a stake of 3,298 shares — an estimated $237K sold.

Madison Asset Management first reported a position in SCZ in Q4 2019 and held it in 4 quarters. The position peaked at $29.5M in Q4 2019. 631 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

  • Madison Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Madison Asset Management sold 3,298 iShares MSCI EAFE Small-Cap ETF shares in Q2 2021, an estimated $237K.
  • Madison Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 4 quarters.
  • Madison Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $29.5M in Q4 2019.
  • 631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on Madison Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.