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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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Personal Capital Advisors's SCZ Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.4% in Q4 2022, buying an estimated $11.8K and bringing the position to 9,435 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Personal Capital Advisors first reported a position in SCZ in Q2 2019 and has held it in 15 quarters since. The position peaked at $662K in Q4 2021. 684 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Personal Capital Advisors held 9,435 shares of iShares MSCI EAFE Small-Cap ETF worth $533K as of Q4 2022.
  • Personal Capital Advisors bought 220 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $11.8K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #294 holding.
  • Personal Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and has held it in 15 quarters since.
  • Personal Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $662K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.