SSC
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Syverson Strege & Co’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Syverson Strege & Co’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
-33
Closed -$1.94K – 513
2023
Q1 		$1.94K Sell
33
-43
-57% -$2.55K ﹤0.01% 497
2022
Q4 		$4.27K Buy
76
+43
+130% +$2.31K ﹤0.01% 232
2022
Q3 		$2K Hold
33
– – ﹤0.01% 255
2022
Q2 		$2K Buy
33
+1
+3% +$61 ﹤0.01% 301
2022
Q1 		$2K Hold
32
– – ﹤0.01% 274
2021
Q4 		$2K Buy
32
+1
+3% +$74 ﹤0.01% 272
2021
Q3 		$2K Hold
31
– – ﹤0.01% 405
2021
Q2 		$2K Sell
31
-165
-84% -$12.4K ﹤0.01% 248
2021
Q1 		$14K Sell
196
-13
-6% -$923 0.01% 181
2020
Q4 		$14K Buy
+209
New +$13.2K 0.01% 171

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

Syverson Strege & Co's SCZ Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 33 shares — an estimated $1.94K sold.

Syverson Strege & Co first reported a position in SCZ in Q4 2020 and held it in 10 quarters. The position peaked at $14K in Q1 2021. 668 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Syverson Strege & Co reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 33 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $1.94K.
  • Syverson Strege & Co first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's iShares MSCI EAFE Small-Cap ETF position peaked at $14K in Q1 2021.
  • 668 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.