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Peak Financial Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Peak Financial Management’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
-4,983
Closed -$294K – 77
2023
Q2 		$294K Buy
4,983
+104
+2% +$6.22K 0.1% 68
2023
Q1 		$290K Sell
4,879
-650
-12% -$38.6K 0.11% 59
2022
Q4 		$312K Buy
+5,529
New +$297K 0.12% 55
2022
Q3 		– Sell
-6,817
Closed -$372K – 71
2022
Q2 		$372K Buy
6,817
+1,213
+22% +$73.4K 0.14% 49
2022
Q1 		$372K Sell
5,604
-339
-6% -$23K 0.12% 49
2021
Q4 		$434K Buy
5,943
+542
+10% +$40.2K 0.14% 49
2021
Q3 		$402K Buy
5,401
+275
+5% +$20.9K 0.14% 48
2021
Q2 		$380K Sell
5,126
-269
-5% -$20.2K 0.13% 50
2021
Q1 		$388K Sell
5,395
-222
-4% -$15.8K 0.14% 47
2020
Q4 		$384K Sell
5,617
-431
-7% -$27.2K 0.14% 47
2020
Q3 		$357K Sell
6,048
-450
-7% -$25.8K 0.15% 45
2020
Q2 		$348K Sell
6,498
-2,404
-27% -$121K 0.16% 42
2020
Q1 		$399K Sell
8,902
-244
-3% -$13.6K 0.2% 41
2019
Q4 		$570K Buy
9,146
+174
+2% +$10.5K 0.24% 39
2019
Q3 		$513K Buy
8,972
+420
+5% +$23.7K 0.23% 38
2019
Q2 		$491K Sell
8,552
-29
-0.3% -$1.67K 0.22% 38
2019
Q1 		$493K Buy
8,581
+455
+6% +$25.5K 0.23% 38
2018
Q4 		$421K Buy
8,126
+3,698
+84% +$207K 0.21% 41
2018
Q3 		$276K Buy
4,428
+470
+12% +$29.3K 0.12% 46
2018
Q2 		$248K Buy
3,958
+583
+17% +$38.2K 0.11% 47
2018
Q1 		$220K Buy
+3,375
New +$223K 0.1% 45

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.65B AUM 16.63% 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

Peak Financial Management's SCZ Position: Q3 2023 in Review

Peak Financial Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2023, closing a stake of 4,983 shares — an estimated $294K sold.

Peak Financial Management first reported a position in SCZ in Q1 2018 and held it in 21 quarters. The position peaked at $570K in Q4 2019. 651 funds tracked by Wall St. Rank hold SCZ as of Q3 2023.

  • Peak Financial Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Management sold 4,983 iShares MSCI EAFE Small-Cap ETF shares in Q3 2023, an estimated $294K.
  • Peak Financial Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and held it in 21 quarters.
  • Peak Financial Management's iShares MSCI EAFE Small-Cap ETF position peaked at $570K in Q4 2019.
  • 651 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2023.

Based on Peak Financial Management's 13F filing for Q3 2023, filed 25 Oct 2023.