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Patriot Investment Management Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Patriot Investment Management 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
2023
Q1 		– Sell
-121
Closed -$7.42K – 360
2022
Q4 		$7.42K Buy
+121
New +$6.5K ﹤0.01% 369
2020
Q3 		– Sell
-105
Closed -$5.63K – 562
2020
Q2 		$5.63K Buy
+105
New +$5.29K ﹤0.01% 562

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patriot Investment Management Group's SCZ Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 121 shares — an estimated $7.42K sold.

Patriot Investment Management Group first reported a position in SCZ in Q2 2020 and held it in 2 quarters. The position peaked at $7.42K in Q4 2022. 680 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 121 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $7.42K.
  • Patriot Investment Management Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares MSCI EAFE Small-Cap ETF position peaked at $7.42K in Q4 2022.
  • 680 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.