SeaCrest Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-680	Closed	-$37K	–	1349
2022 Q2	$37K	Buy	+680	New	+$41.1K	﹤0.01%	1248
2019 Q2	–	Sell	-400	Closed	-$23K	–	1616
2019 Q1	$23K	Sell	400 -439	-52%	-$24.6K	﹤0.01%	1239
2018 Q4	$43K	Buy	839 +6	+0.7%	+$336	0.01%	956
2018 Q3	$52K	Hold	833	–	–	0.01%	987
2018 Q2	$52K	Buy	833 +5	+0.6%	+$327	0.01%	970
2018 Q1	$54K	Sell	828 -93	-10%	-$6.14K	0.01%	922
2017 Q4	$59K	Buy	+921	New	+$58K	0.01%	897

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 $544B AUM 28.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SeaCrest Wealth Management's SCZ Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 680 shares — an estimated $37K sold.

SeaCrest Wealth Management first reported a position in SCZ in Q4 2017 and held it in 7 quarters. The position peaked at $59K in Q4 2017. 631 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 680 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $37K.
SeaCrest Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $59K in Q4 2017.
631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.