Mutual of America Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Mutual of America Capital Management’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
2019 Q4	–	Sell	-177,935	Closed	-$10.2M	–	1697
2019 Q3	$10.2M	Hold	177,935	–	–	0.14%	132
2019 Q2	$10.2M	Hold	177,935	–	–	0.14%	124
2019 Q1	$10.2M	Hold	177,935	–	–	0.15%	117
2018 Q4	$9.22M	Hold	177,935	–	–	0.15%	113
2018 Q3	$11.1M	Hold	177,935	–	–	0.16%	105
2018 Q2	$11.2M	Hold	177,935	–	–	0.17%	95
2018 Q1	$11.6M	Hold	177,935	–	–	0.18%	87
2017 Q4	$11.5M	Hold	177,935	–	–	0.17%	90
2017 Q3	$11M	Hold	177,935	–	–	0.18%	82
2017 Q2	$10.3M	Hold	177,935	–	–	0.18%	78
2017 Q1	$9.63M	Hold	177,935	–	–	0.17%	91
2016 Q4	$8.87M	Hold	177,935	–	–	0.17%	98
2016 Q3	$9.33M	Hold	177,935	–	–	0.19%	82
2016 Q2	$8.59M	Hold	177,935	–	–	0.18%	85
2016 Q1	$8.86M	Hold	177,935	–	–	0.2%	79
2015 Q4	$8.89M	Hold	177,935	–	–	0.2%	78
2015 Q3	$8.5M	Hold	177,935	–	–	0.2%	79
2015 Q2	$9.08M	Hold	177,935	–	–	0.2%	80
2015 Q1	$8.8M	Hold	177,935	–	–	0.19%	82
2014 Q4	$8.31M	Hold	177,935	–	–	0.19%	82
2014 Q3	$8.63M	Buy	177,935 +11,902	+7%	+$608K	0.21%	68
2014 Q2	$8.79M	Buy	166,033 +30,733	+23%	+$1.61M	0.21%	73
2014 Q1	$7.06M	Buy	135,300 +100	+0.1%	+$5.13K	0.17%	102
2013 Q4	$6.89M	Buy	135,200 +8,300	+7%	+$412K	0.17%	99
2013 Q3	$6.15M	Buy	126,900 +64,800	+104%	+$2.98M	0.17%	104
2013 Q2	$2.6M	Buy	+62,100	New	+$2.75M	0.08%	412

Other funds holding SCZ

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

MMI

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

Mutual of America Capital Management's SCZ Position: Q4 2019 in Review

Mutual of America Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2019, closing a stake of 177,935 shares — an estimated $10.2M sold.

Mutual of America Capital Management first reported a position in SCZ in Q2 2013 and held it in 26 quarters. The position peaked at $11.6M in Q1 2018. 607 funds tracked by Wall St. Rank hold SCZ as of Q4 2019.

Mutual of America Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
Mutual of America Capital Management sold 177,935 iShares MSCI EAFE Small-Cap ETF shares in Q4 2019, an estimated $10.2M.
Mutual of America Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 26 quarters.
Mutual of America Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $11.6M in Q1 2018.
607 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2019.

Based on Mutual of America Capital Management's 13F filing for Q4 2019, filed 11 Feb 2020.