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Mosaic Family Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Mosaic Family 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
Q1 		– Sell
-3,998
Closed -$273K – 167
2020
Q4 		$273K Hold
3,998
– – 0.09% 125
2020
Q3 		$236K Buy
+3,998
New +$229K 0.09% 123
2018
Q2 		– Sell
-230
Closed -$15K – 693
2018
Q1 		$15K Hold
230
– – 0.01% 481
2017
Q4 		$15K Hold
230
– – 0.01% 484
2017
Q3 		$14K Hold
230
– – 0.01% 532
2017
Q2 		$13K Hold
230
– – 0.01% 480
2017
Q1 		$12K Sell
230
-629
-73% -$33K 0.01% 497
2016
Q4 		$43K Hold
859
– – 0.02% 341
2016
Q3 		$45K Buy
+859
New +$43.5K 0.02% 341

Other funds holding SCZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosaic Family Wealth's SCZ Position: Q1 2021 in Review

Mosaic Family Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2021, closing a stake of 3,998 shares — an estimated $273K sold.

Mosaic Family Wealth first reported a position in SCZ in Q3 2016 and held it in 9 quarters. The position peaked at $273K in Q4 2020. 607 funds tracked by Wall St. Rank hold SCZ as of Q1 2021.

  • Mosaic Family Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Mosaic Family Wealth sold 3,998 iShares MSCI EAFE Small-Cap ETF shares in Q1 2021, an estimated $273K.
  • Mosaic Family Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2016 and held it in 9 quarters.
  • Mosaic Family Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $273K in Q4 2020.
  • 607 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2021.

Based on Mosaic Family Wealth's 13F filing for Q1 2021, filed 27 Apr 2021.