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Phocas Financial Corp’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Phocas Financial Corp’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 		– Sell
-3,955
Closed -$289K – 222
2021
Q4 		$289K Hold
3,955
– – 0.04% 182
2021
Q3 		$294K Hold
3,955
– – 0.04% 189
2021
Q2 		$293K Buy
+3,955
New +$297K 0.04% 196

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TF
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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
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 $5.72T AUM 30.48% 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

Phocas Financial Corp's SCZ Position: Q1 2022 in Review

Phocas Financial Corp sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2022, closing a stake of 3,955 shares — an estimated $289K sold.

Phocas Financial Corp first reported a position in SCZ in Q2 2021 and held it in 3 quarters. The position peaked at $294K in Q3 2021. 698 funds tracked by Wall St. Rank hold SCZ as of Q1 2022.

  • Phocas Financial Corp reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Phocas Financial Corp sold 3,955 iShares MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $289K.
  • Phocas Financial Corp first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and held it in 3 quarters.
  • Phocas Financial Corp's iShares MSCI EAFE Small-Cap ETF position peaked at $294K in Q3 2021.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on Phocas Financial Corp's 13F filing for Q1 2022, filed 25 May 2022.