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Nations Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Nations Financial Group’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
2024
Q2 		– Sell
-4,129
Closed -$262K – 655
2024
Q1 		$262K Sell
4,129
-1,443
-26% -$88.3K 0.02% 552
2023
Q4 		$345K Sell
5,572
-273
-5% -$15.6K 0.03% 484
2023
Q3 		$330K Buy
5,845
+141
+2% +$8.32K 0.03% 477
2023
Q2 		$336K Sell
5,704
-194
-3% -$11.6K 0.03% 468
2023
Q1 		$351K Sell
5,898
-717
-11% -$42.6K 0.04% 452
2022
Q4 		$374K Buy
6,615
+41
+0.6% +$2.2K 0.04% 421
2022
Q3 		$321K Buy
6,574
+191
+3% +$10.5K 0.05% 384
2022
Q2 		$348K Sell
6,383
-5,045
-44% -$305K 0.05% 378
2022
Q1 		$758K Buy
11,428
+845
+8% +$57.4K 0.09% 242
2021
Q4 		$774K Sell
10,583
-103
-1% -$7.65K 0.1% 211
2021
Q3 		$795K Sell
10,686
-53
-0.5% -$4.03K 0.12% 196
2021
Q2 		$796K Sell
10,739
-1,144
-10% -$85.9K 0.13% 189
2021
Q1 		$854K Sell
11,883
-1,070
-8% -$76K 0.19% 140
2020
Q4 		$885K Sell
12,953
-4,746
-27% -$299K 0.23% 127
2020
Q3 		$1.04M Sell
17,699
-927
-5% -$53.1K 0.32% 86
2020
Q2 		$999K Buy
18,626
+1,733
+10% +$87.3K 0.35% 82
2020
Q1 		$757K Sell
16,893
-3,622
-18% -$201K 0.32% 94
2019
Q4 		$1.28M Buy
20,515
+569
+3% +$34.2K 0.44% 56
2019
Q3 		$1.19M Buy
+19,946
New +$1.13M 0.43% 59

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nations Financial Group's SCZ Position: Q2 2024 in Review

Nations Financial Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 4,129 shares — an estimated $262K sold.

Nations Financial Group first reported a position in SCZ in Q3 2019 and held it in 19 quarters. The position peaked at $1.28M in Q4 2019. 661 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • Nations Financial Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Nations Financial Group sold 4,129 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $262K.
  • Nations Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and held it in 19 quarters.
  • Nations Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $1.28M in Q4 2019.
  • 661 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Nations Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.