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Paradigm Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Paradigm Financial 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
2021
Q4 		$1.38M Buy
18,895
+1,737
+10% +$129K 0.31% 64
2021
Q3 		$1.28M Sell
17,158
-80
-0.5% -$6.09K 0.29% 67
2021
Q2 		$1.28M Sell
17,238
-17,994
-51% -$1.35M 0.28% 71
2021
Q1 		$2.53M Buy
35,232
+22,755
+182% +$1.62M 0.61% 47
2020
Q4 		$853K Sell
12,477
-11,421
-48% -$721K 0.23% 79
2020
Q3 		$1.41M Sell
23,898
-72,005
-75% -$4.13M 0.4% 49
2020
Q2 		$5.14M Buy
95,903
+947
+1% +$47.7K 1.63% 18
2020
Q1 		$4.26M Buy
94,956
+12,534
+15% +$697K 1.58% 20
2019
Q4 		$5.13M Buy
82,422
+5,516
+7% +$331K 1.76% 15
2019
Q3 		$4.4M Sell
76,906
-2,025
-3% -$114K 1.72% 15
2019
Q2 		$4.53M Sell
78,931
-1,282
-2% -$74K 1.67% 17
2019
Q1 		$4.61M Buy
80,213
+1,301
+2% +$72.9K 1.75% 17
2018
Q4 		$4.09M Buy
78,912
+2,491
+3% +$139K 1.82% 16
2018
Q3 		$4.76M Buy
76,421
+104
+0.1% +$6.49K 1.86% 16
2018
Q2 		$4.79M Buy
76,317
+4,201
+6% +$275K 2.04% 13
2018
Q1 		$4.7M Buy
72,116
+8,278
+13% +$546K 2.05% 16
2017
Q4 		$4.12M Buy
63,838
+2,836
+5% +$178K 1.87% 17
2017
Q3 		$3.78M Buy
61,002
+1,247
+2% +$74.6K 1.83% 18
2017
Q2 		$3.46M Buy
59,755
+4,954
+9% +$282K 1.75% 20
2017
Q1 		$2.97M Buy
54,801
+4,288
+8% +$225K 1.52% 21
2016
Q4 		$2.52M Buy
50,513
+1,042
+2% +$52.6K 1.38% 25
2016
Q3 		$2.59M Buy
49,471
+2,251
+5% +$114K 1.55% 23
2016
Q2 		$2.28M Buy
47,220
+2,430
+5% +$122K 1.38% 28
2016
Q1 		$2.23M Buy
44,790
+5,877
+15% +$276K 0.87% 27
2015
Q4 		$1.94M Buy
38,913
+2,955
+8% +$148K 1.22% 27
2015
Q3 		$1.72M Buy
35,958
+5,601
+18% +$279K 1.13% 29
2015
Q2 		$1.55M Buy
30,357
+3,035
+11% +$158K 1.16% 27
2015
Q1 		$1.35M Buy
27,322
+2,102
+8% +$102K 1.05% 31
2014
Q4 		$1.18M Buy
25,220
+1,310
+5% +$61.8K 0.96% 32
2014
Q3 		$1.16M Buy
23,910
+3,521
+17% +$180K 0.99% 33
2014
Q2 		$1.08M Buy
20,389
+6,340
+45% +$331K 0.92% 35
2014
Q1 		$733K Buy
14,049
+6,323
+82% +$324K 0.67% 43
2013
Q4 		$394K Buy
+7,726
New +$383K 0.39% 56

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Financial Advisors's SCZ Position: Q4 2021 in Review

Paradigm Financial Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 10% in Q4 2021, buying an estimated $129K and bringing the position to 18,895 shares worth $1.38M. The position accounts for 0.31% of the portfolio, ranked #64.

Paradigm Financial Advisors first reported a position in SCZ in Q4 2013 and has held it in 33 quarters since. The position peaked at $5.14M in Q2 2020. 721 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

  • Paradigm Financial Advisors held 18,895 shares of iShares MSCI EAFE Small-Cap ETF worth $1.38M as of Q4 2021.
  • Paradigm Financial Advisors bought 1,737 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $129K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.31% of Paradigm Financial Advisors's portfolio in Q4 2021, its #64 holding.
  • Paradigm Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and has held it in 33 quarters since.
  • Paradigm Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $5.14M in Q2 2020.
  • 721 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.