Mount Yale Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Mount Yale Investment Advisors’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	-98,828	Closed	-$5.58M	–	525
2022 Q4	$5.58M	Buy	98,828 +94,468	+2,167%	+$5.07M	0.63%	41
2022 Q3	$213K	Sell	4,360 -2,578	-37%	-$141K	0.03%	410
2022 Q2	$379K	Buy	+6,938	New	+$420K	0.05%	317
2021 Q3	–	Sell	-2,941	Closed	-$218K	–	489
2021 Q2	$218K	Hold	2,941	–	–	0.03%	397
2021 Q1	$211K	Hold	2,941	–	–	0.03%	391
2020 Q4	$201K	Buy	+2,941	New	+$186K	0.03%	381
2018 Q4	–	Sell	-341	Closed	-$20K	–	687
2018 Q3	$20K	Hold	341	–	–	﹤0.01%	784
2018 Q2	$21K	Hold	341	–	–	﹤0.01%	785
2018 Q1	$22K	Buy	+341	New	+$22.5K	﹤0.01%	754

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mount Yale Investment Advisors's SCZ Position: Q1 2023 in Review

Mount Yale Investment Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 98,828 shares — an estimated $5.58M sold.

Mount Yale Investment Advisors first reported a position in SCZ in Q1 2018 and held it in 9 quarters. The position peaked at $5.58M in Q4 2022. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

Mount Yale Investment Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Mount Yale Investment Advisors sold 98,828 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $5.58M.
Mount Yale Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and held it in 9 quarters.
Mount Yale Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $5.58M in Q4 2022.
681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.