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Prime Capital Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Prime Capital Investment 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
2024
Q3 		– Sell
-4,589
Closed -$283K – 962
2024
Q2 		$283K Sell
4,589
-354
-7% -$22.2K ﹤0.01% 741
2024
Q1 		$313K Sell
4,943
-19
-0.4% -$1.16K ﹤0.01% 765
2023
Q4 		$307K Buy
4,962
+4
+0.1% +$228 ﹤0.01% 732
2023
Q3 		$280K Buy
4,958
+175
+4% +$10.3K 0.01% 604
2023
Q2 		$282K Buy
4,783
+1,410
+42% +$84.3K 0.01% 621
2023
Q1 		$201K Sell
3,373
-213
-6% -$12.6K 0.01% 515
2022
Q4 		$203K Buy
+3,586
New +$192K 0.01% 496
2022
Q3 		– Sell
-3,721
Closed -$203K – 436
2022
Q2 		$203K Sell
3,721
-62,493
-94% -$3.78M 0.01% 358
2022
Q1 		$4.84M Sell
66,214
-1,119
-2% -$76K 0.27% 78
2021
Q4 		$4.92M Buy
67,333
+7,632
+13% +$567K 0.26% 80
2021
Q3 		$4.44M Buy
59,701
+48,975
+457% +$3.73M 0.28% 69
2021
Q2 		$795K Sell
10,726
-44,776
-81% -$3.36M 0.05% 207
2021
Q1 		$3.99M Buy
55,502
+2,734
+5% +$194K 0.29% 73
2020
Q4 		$3.61M Buy
52,768
+51,690
+4,795% +$3.26M 0.28% 71
2020
Q3 		$64K Hold
1,078
– – 0.01% 297
2020
Q2 		$58K Buy
+1,078
New +$54.3K 0.01% 308
2020
Q1 		– Sell
-279
Closed -$17K – 609
2019
Q4 		$17K Buy
+279
New +$16.8K ﹤0.01% 434

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Prime Capital Investment Advisors's SCZ Position: Q3 2024 in Review

Prime Capital Investment Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2024, closing a stake of 4,589 shares — an estimated $283K sold.

Prime Capital Investment Advisors first reported a position in SCZ in Q4 2019 and held it in 17 quarters. The position peaked at $4.92M in Q4 2021. 691 funds tracked by Wall St. Rank hold SCZ as of Q3 2024.

  • Prime Capital Investment Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 4,589 iShares MSCI EAFE Small-Cap ETF shares in Q3 2024, an estimated $283K.
  • Prime Capital Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 17 quarters.
  • Prime Capital Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $4.92M in Q4 2021.
  • 691 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.