Principal Financial Group
SCZ icon

Principal Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Principal Financial Group’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
2023
Q4 		– Sell
-16,296
Closed -$920K – 2452
2023
Q3 		$920K Sell
16,296
-554
-3% -$32.7K ﹤0.01% 1852
2023
Q2 		$994K Buy
16,850
+620
+4% +$37.1K ﹤0.01% 1847
2023
Q1 		$966K Sell
16,230
-390
-2% -$23.2K ﹤0.01% 1857
2022
Q4 		$939K Sell
16,620
-1,945
-10% -$104K ﹤0.01% 1867
2022
Q3 		$906K Buy
18,565
+1,682
+10% +$92.2K ﹤0.01% 1858
2022
Q2 		$922K Hold
16,883
– – ﹤0.01% 1930
2022
Q1 		$1.12M Buy
+16,883
New +$1.15M ﹤0.01% 1953

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Financial Group's SCZ Position: Q4 2023 in Review

Principal Financial Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2023, closing a stake of 16,296 shares — an estimated $920K sold.

Principal Financial Group first reported a position in SCZ in Q1 2022 and held it in 7 quarters. The position peaked at $1.12M in Q1 2022. 707 funds tracked by Wall St. Rank hold SCZ as of Q4 2023.

  • Principal Financial Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 16,296 iShares MSCI EAFE Small-Cap ETF shares in Q4 2023, an estimated $920K.
  • Principal Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and held it in 7 quarters.
  • Principal Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $1.12M in Q1 2022.
  • 707 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.