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Money Concepts Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Money Concepts Capital’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
-1,139
Closed -$64.3K – 2468
2022
Q4 		$64.3K Buy
1,139
+1,119
+5,595% +$60.1K ﹤0.01% 1156
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1501
2022
Q2 		$1K Sell
20
-812
-98% -$49.1K ﹤0.01% 1392
2022
Q1 		$55K Buy
832
+812
+4,060% +$55.1K ﹤0.01% 1199
2021
Q4 		$1K Buy
+20
New +$1.49K ﹤0.01% 738
2021
Q1 		$1K Hold
20
– – ﹤0.01% 706
2020
Q4 		$1K Buy
+20
New +$1.26K ﹤0.01% 652

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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 $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Concepts Capital's SCZ Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 1,139 shares — an estimated $64.3K sold.

Money Concepts Capital first reported a position in SCZ in Q4 2020 and held it in 7 quarters. The position peaked at $64.3K in Q4 2022. 680 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,139 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $64.3K.
  • Money Concepts Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $64.3K in Q4 2022.
  • 680 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.