Reilly Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Reilly Financial 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
2021 Q4	$57K	Buy	779 +515	+195%	+$38.2K	﹤0.01%	379
2021 Q3	$20K	Buy	+264	New	+$20.1K	﹤0.01%	530
2020 Q1	–	Sell	-1,205	Closed	-$75K	–	939
2019 Q4	$75K	Hold	1,205	–	–	0.01%	277
2019 Q3	$69K	Buy	+1,205	New	+$68.1K	0.01%	298
2018 Q3	–	Sell	-175	Closed	-$11K	–	1048
2018 Q2	$11K	Hold	175	–	–	﹤0.01%	649
2018 Q1	$11K	Buy	+175	New	+$11.5K	﹤0.01%	636
2014 Q3	–	Sell	-149	Closed	-$8K	–	855
2014 Q2	$8K	Buy	+149	New	+$7.79K	﹤0.01%	599
2014 Q1	–	Sell	-59	Closed	-$3K	–	847
2013 Q4	$3K	Buy	+59	New	+$2.92K	﹤0.01%	760

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Reilly Financial Advisors's SCZ Position: Q4 2021 in Review

Reilly Financial Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 195% in Q4 2021, buying an estimated $38.2K and bringing the position to 779 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Reilly Financial Advisors first reported a position in SCZ in Q4 2013 and has held it in 8 quarters since. The position peaked at $75K in Q4 2019. 722 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

Reilly Financial Advisors held 779 shares of iShares MSCI EAFE Small-Cap ETF worth $57K as of Q4 2021.
Reilly Financial Advisors bought 515 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $38.2K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #379 holding.
Reilly Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and has held it in 8 quarters since.
Reilly Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $75K in Q4 2019.
722 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.