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

Sugarloaf 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
2021
Q2 		– Sell
-138,063
Closed -$9 – 782
2021
Q1 		$9 Buy
138,063
+137,726
+40,868% +$9.78M ﹤0.01% 513
2020
Q4 		$23K Buy
+337
New +$21.3K 0.01% 357

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

Sugarloaf Wealth Management's SCZ Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2021, closing a stake of 138,063 shares — an estimated $9 sold.

Sugarloaf Wealth Management first reported a position in SCZ in Q4 2020 and held it in 2 quarters. The position peaked at $23K in Q4 2020. 630 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 138,063 iShares MSCI EAFE Small-Cap ETF shares in Q2 2021, an estimated $9.
  • Sugarloaf Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 2 quarters.
  • Sugarloaf Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $23K in Q4 2020.
  • 630 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.