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PCA Investment Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-222
Closed -$13.1K – 366
2023
Q2 		$13.1K Buy
+222
New +$13.3K 0.01% 382

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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
Creative Planning
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCA Investment Advisory Services's SCZ Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2023, closing a stake of 222 shares — an estimated $13.1K sold.

PCA Investment Advisory Services first reported a position in SCZ in Q2 2023 and held it in 1 quarter. The position peaked at $13.1K in Q2 2023. 651 funds tracked by Wall St. Rank hold SCZ as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 222 iShares MSCI EAFE Small-Cap ETF shares in Q3 2023, an estimated $13.1K.
  • PCA Investment Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $13.1K in Q2 2023.
  • 651 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.