MUFG Americas’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

MUFG Americas’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 Q4	–	Sell	-486	Closed	-$24K	–	690
2022 Q3	$24K	Buy	+486	New	+$26.7K	﹤0.01%	589
2021 Q4	–	Sell	-167	Closed	-$12K	–	874
2021 Q3	$12K	Buy	+167	New	+$12.7K	﹤0.01%	730
2020 Q1	–	Sell	-1,175	Closed	-$73K	–	759
2019 Q4	$73K	Hold	1,175	–	–	﹤0.01%	494
2019 Q3	$67K	Sell	1,175 -827	-41%	-$46.7K	﹤0.01%	501
2019 Q2	$115K	Buy	2,002 +552	+38%	+$31.9K	﹤0.01%	438
2019 Q1	$83K	Sell	1,450 -550	-28%	-$30.8K	﹤0.01%	453
2018 Q4	$104K	Hold	2,000	–	–	﹤0.01%	430
2018 Q3	$125K	Sell	2,000 -300	-13%	-$18.7K	﹤0.01%	428
2018 Q2	$144K	Hold	2,300	–	–	﹤0.01%	418
2018 Q1	$150K	Hold	2,300	–	–	﹤0.01%	422
2017 Q4	$148K	Buy	+2,300	New	+$145K	﹤0.01%	458
2017 Q1	–	Sell	-157	Closed	-$8K	–	1176
2016 Q4	$8K	Buy	+157	New	+$7.92K	﹤0.01%	885

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

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

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

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

MMI

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

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

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

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

MUFG Americas's SCZ Position: Q4 2022 in Review

MUFG Americas sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 486 shares — an estimated $24K sold.

MUFG Americas first reported a position in SCZ in Q4 2016 and held it in 12 quarters. The position peaked at $150K in Q1 2018. 684 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

MUFG Americas reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 486 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $24K.
MUFG Americas first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and held it in 12 quarters.
MUFG Americas's iShares MSCI EAFE Small-Cap ETF position peaked at $150K in Q1 2018.
684 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.