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Pacific Capital Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Pacific Capital Wealth 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
2024
Q2 		– Sell
-810
Closed -$51.3K – 650
2024
Q1 		$51.3K Hold
810
– – 0.01% 132
2023
Q4 		$50.1K Sell
810
-42,627
-98% -$2.43M 0.01% 132
2023
Q3 		$2.45M Sell
43,437
-2,154
-5% -$127K 0.69% 25
2023
Q2 		$2.69M Sell
45,591
-34,016
-43% -$2.03M 0.68% 27
2023
Q1 		$4.74M Sell
79,607
-3,763
-5% -$223K 1.22% 21
2022
Q4 		$4.71M Sell
83,370
-5,973
-7% -$321K 1.22% 20
2022
Q3 		$4.36M Sell
89,343
-2,496
-3% -$137K 1.19% 18
2022
Q2 		$5.01M Sell
91,839
-4,176
-4% -$253K 1.39% 19
2022
Q1 		$6.37M Sell
96,015
-1,295
-1% -$87.9K 1.82% 15
2021
Q4 		$7.11M Sell
97,310
-702
-0.7% -$52.1K 2.05% 12
2021
Q3 		$7.29M Sell
98,012
-5,423
-5% -$413K 2.32% 12
2021
Q2 		$7.67M Buy
103,435
+419
+0.4% +$31.4K 3.86% 7
2021
Q1 		$7.4M Buy
103,016
+9,621
+10% +$683K 4.12% 8
2020
Q4 		$6.38M Buy
93,395
+2,735
+3% +$173K 3.63% 8
2020
Q3 		$5.35M Buy
90,660
+6,426
+8% +$368K 3.18% 9
2020
Q2 		$4.52M Sell
84,234
-692
-0.8% -$34.9K 3.06% 12
2020
Q1 		$3.81M Buy
84,926
+30,770
+57% +$1.71M 2.88% 14
2019
Q4 		$3.37M Buy
+54,156
New +$3.25M 2.25% 18

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

Pacific Capital Wealth Advisors's SCZ Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 810 shares — an estimated $51.3K sold.

Pacific Capital Wealth Advisors first reported a position in SCZ in Q4 2019 and held it in 18 quarters. The position peaked at $7.67M in Q2 2021. 661 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 810 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $51.3K.
  • Pacific Capital Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 18 quarters.
  • Pacific Capital Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $7.67M in Q2 2021.
  • 661 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.