SFS
SCZ icon

Summit Financial Strategies’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Summit Financial Strategies’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
-5,316
Closed -$290K – 124
2022
Q2 		$290K Sell
5,316
-491
-8% -$29.7K 0.07% 91
2022
Q1 		$385K Sell
5,807
-1,311
-18% -$89K 0.08% 76
2021
Q4 		$520K Buy
7,118
+1,038
+17% +$77.1K 0.1% 62
2021
Q3 		$452K Sell
6,080
-90
-1% -$6.85K 0.09% 69
2021
Q2 		$458K Buy
6,170
+1,354
+28% +$102K 0.09% 68
2021
Q1 		$346K Sell
4,816
-1,802
-27% -$128K 0.12% 50
2020
Q4 		$452K Sell
6,618
-17
-0.3% -$1.07K 0.16% 43
2020
Q3 		$391K Buy
6,635
+17
+0.3% +$975 0.16% 41
2020
Q2 		$355K Buy
6,618
+91
+1% +$4.59K 0.16% 44
2020
Q1 		$293K Buy
6,527
+1,608
+33% +$89.4K 0.16% 41
2019
Q4 		$306K Buy
4,919
+40
+0.8% +$2.4K 0.15% 50
2019
Q3 		$279K Sell
4,879
-342
-7% -$19.3K 0.13% 46
2019
Q2 		$300K Buy
5,221
+430
+9% +$24.8K 0.15% 43
2019
Q1 		$275K Buy
4,791
+184
+4% +$10.3K 0.14% 45
2018
Q4 		$239K Buy
4,607
+86
+2% +$4.82K 0.13% 52
2018
Q3 		$282K Sell
4,521
-34
-0.7% -$2.12K 0.13% 42
2018
Q2 		$286K Buy
4,555
+406
+10% +$26.6K 0.14% 37
2018
Q1 		$270K Sell
4,149
-407
-9% -$26.9K 0.14% 39
2017
Q4 		$294K Buy
4,556
+104
+2% +$6.54K 0.15% 37
2017
Q3 		$276K Buy
4,452
+152
+4% +$9.09K 0.16% 36
2017
Q2 		$249K Buy
4,300
+133
+3% +$7.58K 0.15% 38
2017
Q1 		$226K Buy
+4,167
New +$219K 0.17% 35

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 $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 $147B AUM 18.73% 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 $1.66T AUM 25.57% 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

Summit Financial Strategies's SCZ Position: Q3 2022 in Review

Summit Financial Strategies sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 5,316 shares — an estimated $290K sold.

Summit Financial Strategies first reported a position in SCZ in Q1 2017 and held it in 22 quarters. The position peaked at $520K in Q4 2021. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • Summit Financial Strategies reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Summit Financial Strategies sold 5,316 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $290K.
  • Summit Financial Strategies first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and held it in 22 quarters.
  • Summit Financial Strategies's iShares MSCI EAFE Small-Cap ETF position peaked at $520K in Q4 2021.
  • 632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Summit Financial Strategies's 13F filing for Q3 2022, filed 21 Oct 2022.