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Syntal Capital Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Syntal Capital Partners’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
2020
Q4 		– Sell
-3,825
Closed -$225K – 124
2020
Q3 		$225K Sell
3,825
-8,085
-68% -$463K 0.1% 103
2020
Q2 		$638K Sell
11,910
-13,771
-54% -$694K 0.3% 83
2020
Q1 		$1.15M Sell
25,681
-17,722
-41% -$985K 0.76% 39
2019
Q4 		$2.7M Sell
43,403
-17,710
-29% -$1.06M 1.51% 12
2019
Q3 		$3.5M Sell
61,113
-6,338
-9% -$358K 0.91% 23
2019
Q2 		$3.87M Sell
67,451
-7,107
-10% -$410K 0.83% 22
2019
Q1 		$4.28M Buy
74,558
+1,650
+2% +$92.4K 1.93% 9
2018
Q4 		$3.78M Sell
72,908
-1,338
-2% -$74.9K 2.33% 8
2018
Q3 		$4.62M Buy
74,246
+2,662
+4% +$166K 1.62% 7
2018
Q2 		$4.49M Sell
71,584
-777
-1% -$50.9K 1.68% 9
2018
Q1 		$4.72M Sell
72,361
-10,291
-12% -$679K 1.67% 7
2017
Q4 		$5.33M Buy
82,652
+1,086
+1% +$68.3K 1.63% 10
2017
Q3 		$5.06M Buy
81,566
+778
+1% +$46.5K 3.64% 7
2017
Q2 		$4.67K Buy
80,788
+826
+1% +$47.1K 1.02% 8
2017
Q1 		$4.33M Sell
79,962
-5,262
-6% -$276K 3.59% 7
2016
Q4 		$4.25M Sell
85,224
-5,556
-6% -$280K 3.95% 7
2016
Q3 		$4.76K Buy
90,780
+40
+0% +$2.03K 2.86% 9
2016
Q2 		$4.38M Sell
90,740
-6,605
-7% -$332K 5.16% 7
2016
Q1 		$4.85M Buy
97,345
+298
+0.3% +$14K 5.88% 7
2015
Q4 		$4.85M Buy
97,047
+1,282
+1% +$64.1K 5.33% 7
2015
Q3 		$4.57M Sell
95,765
-3,885
-4% -$194K 6.43% 6
2015
Q2 		$5.08K Sell
99,650
-3,002
-3% -$156K 5.04% 7
2015
Q1 		$5.08M Buy
102,652
+7,232
+8% +$350K 6.28% 6
2014
Q4 		$4.46M Sell
95,420
-4,171
-4% -$197K 2.63% 8
2014
Q3 		$4.83M Buy
99,591
+13,616
+16% +$696K 2.39% 9
2014
Q2 		$4.55M Buy
85,975
+40,588
+89% +$2.12M 2.21% 9
2014
Q1 		$2.37K Buy
+45,387
New +$2.33M 1.39% 12

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Syntal Capital Partners's SCZ Position: Q4 2020 in Review

Syntal Capital Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2020, closing a stake of 3,825 shares — an estimated $225K sold.

Syntal Capital Partners first reported a position in SCZ in Q1 2014 and held it in 27 quarters. The position peaked at $5.33M in Q4 2017. 571 funds tracked by Wall St. Rank hold SCZ as of Q4 2020.

  • Syntal Capital Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Syntal Capital Partners sold 3,825 iShares MSCI EAFE Small-Cap ETF shares in Q4 2020, an estimated $225K.
  • Syntal Capital Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2014 and held it in 27 quarters.
  • Syntal Capital Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $5.33M in Q4 2017.
  • 571 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2020.

Based on Syntal Capital Partners's 13F filing for Q4 2020, filed 11 Feb 2021.