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Romano Brothers & Co’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-341
Closed -$19.3K – 848
2022
Q4 		$19.3K Buy
+341
New +$18.3K ﹤0.01% 622

Other funds holding SCZ

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TF
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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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Romano Brothers & Co's SCZ Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 341 shares — an estimated $19.3K sold.

Romano Brothers & Co first reported a position in SCZ in Q4 2022 and held it in 1 quarter. The position peaked at $19.3K in Q4 2022. 680 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 341 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $19.3K.
  • Romano Brothers & Co first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares MSCI EAFE Small-Cap ETF position peaked at $19.3K in Q4 2022.
  • 680 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.