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Pflug Koory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Pflug Koory’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
2024
Q4 		– Sell
-162
Closed -$11K – 398
2024
Q3 		$11K Buy
+162
New +$10.4K 0.01% 316
2024
Q1 		$10.3K Hold
162
– – 0.01% 322
2023
Q4 		$10K Hold
162
– – 0.01% 323
2023
Q3 		$9.15K Buy
+162
New +$9.56K 0.01% 320

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pflug Koory's SCZ Position: Q4 2024 in Review

Pflug Koory sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 162 shares — an estimated $11K sold.

Pflug Koory first reported a position in SCZ in Q3 2023 and held it in 4 quarters. The position peaked at $11K in Q3 2024. 707 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

  • Pflug Koory reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Pflug Koory sold 162 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $11K.
  • Pflug Koory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and held it in 4 quarters.
  • Pflug Koory's iShares MSCI EAFE Small-Cap ETF position peaked at $11K in Q3 2024.
  • 707 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Pflug Koory's 13F filing for Q4 2024, filed 21 Jan 2025.