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Stonebridge Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Stonebridge Capital Advisors’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
2023
Q2 		– Sell
-88
Closed -$5.24K – 985
2023
Q1 		$5.24K Buy
+88
New +$5.22K ﹤0.01% 708
2020
Q2 		– Sell
-55
Closed -$2K – 836
2020
Q1 		$2K Sell
55
-50
-48% -$2.78K ﹤0.01% 659
2019
Q4 		$7K Hold
105
– – ﹤0.01% 603
2019
Q3 		$6K Sell
105
-45
-30% -$2.54K ﹤0.01% 601
2019
Q2 		$9K Buy
+150
New +$8.66K ﹤0.01% 595

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

Stonebridge Capital Advisors's SCZ Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 88 shares — an estimated $5.24K sold.

Stonebridge Capital Advisors first reported a position in SCZ in Q2 2019 and held it in 5 quarters. The position peaked at $9K in Q2 2019. 668 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Stonebridge Capital Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 88 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $5.24K.
  • Stonebridge Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and held it in 5 quarters.
  • Stonebridge Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $9K in Q2 2019.
  • 668 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.