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Monterey Private Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Monterey Private Wealth’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
Q4 		– Sell
-4,181
Closed -$310K – 107
2021
Q3 		$310K Sell
4,181
-66
-2% -$5.02K 0.17% 70
2021
Q2 		$315K Buy
4,247
+904
+27% +$67.8K 0.18% 73
2021
Q1 		$253K Buy
+3,343
New +$237K 0.14% 81

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monterey Private Wealth's SCZ Position: Q4 2021 in Review

Monterey Private Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 4,181 shares — an estimated $310K sold.

Monterey Private Wealth first reported a position in SCZ in Q1 2021 and held it in 3 quarters. The position peaked at $315K in Q2 2021. 721 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

  • Monterey Private Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Monterey Private Wealth sold 4,181 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $310K.
  • Monterey Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and held it in 3 quarters.
  • Monterey Private Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $315K in Q2 2021.
  • 721 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Monterey Private Wealth's 13F filing for Q4 2021, filed 18 Jan 2022.