PSUF
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People's United Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

People's United Financial’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
2022
Q1 		$17M Sell
256,246
-20,159
-7% -$1.37M 0.48% 58
2021
Q4 		$20.2M Sell
276,405
-59,494
-18% -$4.42M 0.49% 57
2021
Q3 		$25M Sell
335,899
-5,391
-2% -$410K 0.56% 48
2021
Q2 		$25.3M Sell
341,290
-9,259
-3% -$695K 0.57% 49
2021
Q1 		$25.2M Sell
350,549
-14,555
-4% -$1.03M 0.6% 46
2020
Q4 		$25M Sell
365,104
-11,418
-3% -$721K 0.62% 45
2020
Q3 		$22.2M Sell
376,522
-36,979
-9% -$2.12M 0.62% 47
2020
Q2 		$22.2M Buy
413,501
+50,510
+14% +$2.55M 0.65% 45
2020
Q1 		$16.3M Buy
362,991
+251,977
+227% +$14M 0.56% 56
2019
Q4 		$6.91M Buy
111,014
+6,331
+6% +$380K 0.19% 107
2019
Q3 		$5.99M Sell
104,683
-11,981
-10% -$677K 0.17% 115
2019
Q2 		$6.7M Buy
116,664
+1,203
+1% +$69.5K 0.18% 112
2019
Q1 		$6.63M Buy
115,461
+5,172
+5% +$290K 0.21% 103
2018
Q4 		$5.71M Buy
110,289
+90,121
+447% +$5.05M 0.2% 108
2018
Q3 		$1.26M Buy
20,168
+1,697
+9% +$106K 0.04% 307
2018
Q2 		$1.16M Buy
18,471
+1,835
+11% +$120K 0.03% 403
2018
Q1 		$1.08M Buy
16,636
+1,920
+13% +$127K 0.03% 345
2017
Q4 		$949K Buy
14,716
+1,417
+11% +$89.2K 0.03% 384
2017
Q3 		$825K Buy
13,299
+2,073
+18% +$124K 0.03% 383
2017
Q2 		$649K Buy
+11,226
New +$640K 0.02% 441
2016
Q3 		– Sell
-26
Closed -$1K – 906
2016
Q2 		$1K Hold
26
– – ﹤0.01% 870
2016
Q1 		$1K Hold
26
– – ﹤0.01% 850
2015
Q4 		$1K Hold
26
– – ﹤0.01% 856
2015
Q3 		$1K Hold
26
– – ﹤0.01% 854
2015
Q2 		$1K Hold
26
– – ﹤0.01% 812
2015
Q1 		$1K Hold
26
– – ﹤0.01% 799
2014
Q4 		$1K Hold
26
– – ﹤0.01% 802
2014
Q3 		$1K Hold
26
– – ﹤0.01% 790
2014
Q2 		$1K Buy
+26
New +$1.36K ﹤0.01% 803

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 $609B AUM 40.19% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

People's United Financial's SCZ Position: Q1 2022 in Review

People's United Financial reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.3% in Q1 2022, selling an estimated $1.37M and leaving 256,246 shares worth $17M. The position accounts for 0.48% of the portfolio, ranked #58.

People's United Financial first reported a position in SCZ in Q2 2014 and has held it in 29 quarters since. The position peaked at $25.3M in Q2 2021. 699 funds tracked by Wall St. Rank hold SCZ as of Q1 2022.

  • People's United Financial held 256,246 shares of iShares MSCI EAFE Small-Cap ETF worth $17M as of Q1 2022.
  • People's United Financial sold 20,159 iShares MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $1.37M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.48% of People's United Financial's portfolio in Q1 2022, its #58 holding.
  • People's United Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2014 and has held it in 29 quarters since.
  • People's United Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $25.3M in Q2 2021.
  • 699 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.