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Sargent Bickham Lagudis’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$118K Hold
2,095
– – 0.01% 323
2022
Q3 		$102K Hold
2,095
– – 0.01% 316
2022
Q2 		$114K Sell
2,095
-545
-21% -$33K 0.01% 303
2022
Q1 		$175K Buy
2,640
+577
+28% +$39.2K 0.01% 264
2021
Q4 		$151K Sell
2,063
-973
-32% -$72.2K 0.01% 277
2021
Q3 		$226K Buy
3,036
+550
+22% +$41.9K 0.02% 235
2021
Q2 		$184K Buy
2,486
+14
+0.6% +$1.05K 0.02% 271
2021
Q1 		$178K Hold
2,472
– – 0.02% 257
2020
Q4 		$169K Buy
2,472
+2
+0.1% +$126 0.02% 260
2020
Q3 		$146K Hold
2,470
– – 0.01% 246
2020
Q2 		$132K Sell
2,470
-52
-2% -$2.62K 0.01% 244
2020
Q1 		$113K Sell
2,522
-2,292
-48% -$127K 0.01% 241
2019
Q4 		$300K Sell
4,814
-227
-5% -$13.6K 0.03% 171
2019
Q3 		$289K Sell
5,041
-505
-9% -$28.5K 0.03% 167
2019
Q2 		$318K Buy
5,546
+96
+2% +$5.54K 0.04% 169
2019
Q1 		$313K Buy
5,450
+2,037
+60% +$114K 0.04% 180
2018
Q4 		$177K Buy
3,413
+331
+11% +$18.5K 0.02% 209
2018
Q3 		$192K Sell
3,082
-29
-0.9% -$1.81K 0.02% 211
2018
Q2 		$195K Buy
3,111
+442
+17% +$28.9K 0.02% 203
2018
Q1 		$174K Buy
2,669
+75
+3% +$4.95K 0.02% 221
2017
Q4 		$167K Buy
2,594
+8
+0.3% +$503 0.02% 236
2017
Q3 		$160K Sell
2,586
-59
-2% -$3.53K 0.02% 239
2017
Q2 		$153K Buy
2,645
+241
+10% +$13.7K 0.02% 230
2017
Q1 		$130K Buy
2,404
+2,107
+709% +$111K 0.02% 250
2016
Q4 		$15K Buy
297
+2
+0.7% +$101 ﹤0.01% 507
2016
Q3 		$15K Sell
295
-924
-76% -$46.8K ﹤0.01% 515
2016
Q2 		$59K Buy
1,219
+970
+390% +$48.7K 0.01% 322
2016
Q1 		$12K Buy
+249
New +$11.7K ﹤0.01% 545

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sargent Bickham Lagudis's SCZ Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q4 2022 at 2,095 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #323.

Sargent Bickham Lagudis first reported a position in SCZ in Q1 2016 and has held it in 28 quarters since. The position peaked at $318K in Q2 2019. 684 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Sargent Bickham Lagudis held 2,095 shares of iShares MSCI EAFE Small-Cap ETF worth $118K as of Q4 2022.
  • Sargent Bickham Lagudis left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q4 2022.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #323 holding.
  • Sargent Bickham Lagudis first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares MSCI EAFE Small-Cap ETF position peaked at $318K in Q2 2019.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.