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

MidWestOne 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 Q3	–	Sell	-3,866	Closed	-$211K	–	239
2022 Q2	$211K	Hold	3,866	–	–	0.05%	216
2022 Q1	$256K	Hold	3,866	–	–	0.06%	222
2021 Q4	$283K	Hold	3,866	–	–	0.06%	217
2021 Q3	$288K	Sell	3,866 -61	-2%	-$4.64K	0.07%	202
2021 Q2	$291K	Hold	3,927	–	–	0.07%	195
2021 Q1	$282K	Hold	3,927	–	–	0.07%	191
2020 Q4	$268K	Hold	3,927	–	–	0.07%	184
2020 Q3	$232K	Hold	3,927	–	–	0.08%	185
2020 Q2	$211K	Buy	+3,927	New	+$198K	0.09%	127
2020 Q1	–	Sell	-6,462	Closed	-$402K	–	224
2019 Q4	$402K	Hold	6,462	–	–	0.08%	173
2019 Q3	$370K	Hold	6,462	–	–	0.11%	164
2019 Q2	$371K	Buy	+6,462	New	+$373K	0.1%	190

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MidWestOne Financial Group's SCZ Position: Q3 2022 in Review

MidWestOne Financial Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 3,866 shares — an estimated $211K sold.

MidWestOne Financial Group first reported a position in SCZ in Q2 2019 and held it in 12 quarters. The position peaked at $402K in Q4 2019. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

MidWestOne Financial Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
MidWestOne Financial Group sold 3,866 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $211K.
MidWestOne Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and held it in 12 quarters.
MidWestOne Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $402K in Q4 2019.
632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on MidWestOne Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.