San Francisco Sentry Investment Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

San Francisco Sentry Investment 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
2021 Q2	$76K	Hold	1,029	–	–	0.04%	315
2021 Q1	$74K	Hold	1,029	–	–	0.03%	329
2020 Q4	$70K	Hold	1,029	–	–	0.03%	319
2020 Q3	$61K	Hold	1,029	–	–	0.03%	310
2020 Q2	$55K	Hold	1,029	–	–	0.03%	317
2020 Q1	$46K	Hold	1,029	–	–	0.03%	295
2019 Q4	$64K	Hold	1,029	–	–	0.03%	343
2019 Q3	$59K	Hold	1,029	–	–	0.03%	350
2019 Q2	$59K	Hold	1,029	–	–	0.03%	352
2019 Q1	$59K	Hold	1,029	–	–	0.03%	378
2018 Q4	$53K	Hold	1,029	–	–	0.03%	366
2018 Q3	$64K	Hold	1,029	–	–	0.02%	375
2018 Q2	$65K	Hold	1,029	–	–	0.03%	362
2018 Q1	$67K	Hold	1,029	–	–	0.02%	419
2017 Q4	$66K	Hold	1,029	–	–	0.02%	402
2017 Q3	$64K	Hold	1,029	–	–	0.02%	389
2017 Q2	$60K	Buy	+1,029	New	+$58.6K	0.02%	342

Other funds holding SCZ

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

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

MMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

San Francisco Sentry Investment Group's SCZ Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2021 at 1,029 shares worth $76K. The position accounts for 0.04% of the portfolio, ranked #315.

San Francisco Sentry Investment Group first reported a position in SCZ in Q2 2017 and has held it in 17 quarters since. 631 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

San Francisco Sentry Investment Group held 1,029 shares of iShares MSCI EAFE Small-Cap ETF worth $76K as of Q2 2021.
San Francisco Sentry Investment Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2021.
iShares MSCI EAFE Small-Cap ETF made up 0.04% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #315 holding.
San Francisco Sentry Investment Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and has held it in 17 quarters since.
631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.