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Seven Springs Wealth Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Seven Springs Wealth 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 		– Sell
-2,242
Closed -$161K – 130
2021
Q1 		$161K Sell
2,242
-17,610
-89% -$1.25M 0.08% 61
2020
Q4 		$1.36M Buy
19,852
+647
+3% +$40.8K 0.7% 15
2020
Q3 		$1.13M Sell
19,205
-14,852
-44% -$851K 0.71% 15
2020
Q2 		$1.83M Buy
34,057
+102
+0.3% +$5.14K 1.16% 14
2020
Q1 		$1.52M Sell
33,955
-35,269
-51% -$1.96M 1.07% 15
2019
Q4 		$4.31M Buy
+69,224
New +$4.16M 2.93% 8

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Seven Springs Wealth Group's SCZ Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2021, closing a stake of 2,242 shares — an estimated $161K sold.

Seven Springs Wealth Group first reported a position in SCZ in Q4 2019 and held it in 6 quarters. The position peaked at $4.31M in Q4 2019. 630 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 2,242 iShares MSCI EAFE Small-Cap ETF shares in Q2 2021, an estimated $161K.
  • Seven Springs Wealth Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 6 quarters.
  • Seven Springs Wealth Group's iShares MSCI EAFE Small-Cap ETF position peaked at $4.31M in Q4 2019.
  • 630 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.