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PCA
Personal Capital Advisors’s
iShares MSCI EAFE Small-Cap ETF
SCZ
Stock Holding History
Personal Capital Advisors’s Portfolio
SCZ Stock Details
SCZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$533K
Buy
9,435
+220
+2%
+$11.8K
﹤0.01%
294
2022
Q3
$450K
Buy
9,215
+698
+8%
+$38.3K
﹤0.01%
300
2022
Q2
$465K
Buy
8,517
+782
+10%
+$47.3K
﹤0.01%
282
2022
Q1
$513K
Sell
7,735
-2,331
-23%
-$158K
﹤0.01%
303
2021
Q4
$662K
Buy
10,066
+4,562
+83%
+$339K
﹤0.01%
291
2021
Q3
$410K
Buy
5,504
+411
+8%
+$31.3K
﹤0.01%
340
2021
Q2
$378K
Sell
5,093
-398
-7%
-$29.9K
﹤0.01%
354
2021
Q1
$394K
Buy
5,491
+210
+4%
+$14.9K
﹤0.01%
340
2020
Q4
$361K
Buy
5,281
+1,556
+42%
+$98.2K
﹤0.01%
344
2020
Q3
$220K
Hold
3,725
–
–
﹤0.01%
384
2020
Q2
$200K
Sell
3,725
-2,586
-41%
-$130K
﹤0.01%
350
2020
Q1
$279K
Buy
6,311
+2,425
+62%
+$135K
﹤0.01%
290
2019
Q4
$242K
Buy
3,886
+76
+2%
+$4.57K
﹤0.01%
363
2019
Q3
$218K
Sell
3,810
-51
-1%
-$2.88K
﹤0.01%
337
2019
Q2
$222K
Buy
+3,861
New
+$223K
﹤0.01%
301
Other funds holding SCZ
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
New York
$544B AUM
28.31%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
State of New Jersey Common Pension Fund D
Trenton, New Jersey
$25.9B AUM
26.38%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MMI
Matson Money Inc
Mason, Ohio
$3.26B AUM
12.5%
1-Year Est. Return
Natixis Advisors
Boston, Massachusetts
$71.9B AUM
28.03%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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