Sensible Financial Planning & Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sensible Financial Planning & 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
2021 Q4	–	Sell	-2,707	Closed	-$201K	–	44
2021 Q3	$201K	Hold	2,707	–	–	0.07%	43
2021 Q2	$201K	Buy	+2,707	New	+$203K	0.07%	44
2016 Q4	–	Sell	-1,871	Closed	-$98K	–	59
2016 Q3	$98K	Sell	1,871 -433	-19%	-$21.9K	0.07%	35
2016 Q2	$111K	Buy	2,304 +403	+21%	+$20.2K	0.08%	33
2016 Q1	$95K	Sell	1,901 -1,020	-35%	-$48K	0.07%	35
2015 Q4	$146K	Sell	2,921 -362	-11%	-$18.1K	0.11%	29
2015 Q3	$157K	Sell	3,283 -2,925	-47%	-$146K	0.12%	30
2015 Q2	$317K	Sell	6,208 -4,890	-44%	-$255K	0.26%	24
2015 Q1	$549K	Sell	11,098 -9,951	-47%	-$481K	0.5%	20
2014 Q4	$983K	Sell	21,049 -2,545	-11%	-$120K	1%	17
2014 Q3	$1.14M	Buy	+23,594	New	+$1.21M	1%	13

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

Sensible Financial Planning & Management's SCZ Position: Q4 2021 in Review

Sensible Financial Planning & Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 2,707 shares — an estimated $201K sold.

Sensible Financial Planning & Management first reported a position in SCZ in Q3 2014 and held it in 11 quarters. The position peaked at $1.14M in Q3 2014. 722 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

Sensible Financial Planning & Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Sensible Financial Planning & Management sold 2,707 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $201K.
Sensible Financial Planning & Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2014 and held it in 11 quarters.
Sensible Financial Planning & Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.14M in Q3 2014.
722 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2021, filed 11 Feb 2022.