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Smart Money Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Smart Money 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
2022
Q3 		– Sell
-10,050
Closed -$549K – 50
2022
Q2 		$549K Sell
10,050
-723
-7% -$43.7K 0.38% 33
2022
Q1 		$715K Sell
10,773
-3,315
-24% -$225K 0.48% 35
2021
Q4 		$1.03M Sell
14,088
-1,625
-10% -$121K 0.66% 34
2021
Q3 		$1.17M Sell
15,713
-2,639
-14% -$201K 0.85% 30
2021
Q2 		$984K Buy
18,352
+2,699
+17% +$203K 1.13% 19
2021
Q1 		$1.13M Buy
15,653
+4
+0% +$284 0.94% 24
2020
Q4 		$1.07M Sell
15,649
-679
-4% -$42.8K 0.9% 25
2020
Q3 		$963K Sell
16,328
-2,317
-12% -$133K 0.41% 57
2020
Q2 		$1M Buy
18,645
+153
+0.8% +$7.71K 0.59% 42
2020
Q1 		$829K Sell
18,492
-6,125
-25% -$340K 0.58% 45
2019
Q4 		$1.53M Buy
24,617
+320
+1% +$19.2K 0.9% 33
2019
Q3 		$1.39M Sell
24,297
-173
-0.7% -$9.78K 1.12% 26
2019
Q2 		$1.41M Sell
24,470
-487
-2% -$28.1K 1.16% 25
2019
Q1 		$1.43M Buy
24,957
+599
+2% +$33.5K 1.25% 23
2018
Q4 		$1.26M Buy
24,358
+2,180
+10% +$122K 1.31% 27
2018
Q3 		$1.38M Buy
22,178
+1,978
+10% +$124K 1.25% 26
2018
Q2 		$1.27M Buy
20,200
+155
+0.8% +$10.1K 1.14% 28
2018
Q1 		$1.31M Buy
20,045
+5,011
+33% +$331K 1.33% 25
2017
Q4 		$970K Buy
+15,034
New +$946K 1.51% 20

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smart Money Group's SCZ Position: Q3 2022 in Review

Smart Money Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 10,050 shares — an estimated $549K sold.

Smart Money Group first reported a position in SCZ in Q4 2017 and held it in 19 quarters. The position peaked at $1.53M in Q4 2019. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • Smart Money Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Smart Money Group sold 10,050 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $549K.
  • Smart Money Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 19 quarters.
  • Smart Money Group's iShares MSCI EAFE Small-Cap ETF position peaked at $1.53M in Q4 2019.
  • 632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Smart Money Group's 13F filing for Q3 2022, filed 27 Oct 2022.