Tarbox Family Office’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-100	Closed	-$7K	–	822
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	446
2021 Q4	$7K	Buy	100 +2	+2%	+$149	﹤0.01%	530
2021 Q3	$7K	Hold	98	–	–	﹤0.01%	565
2021 Q2	$7K	Hold	98	–	–	﹤0.01%	560
2021 Q1	$7K	Hold	98	–	–	﹤0.01%	481
2020 Q4	$7K	Hold	98	–	–	﹤0.01%	465
2020 Q3	$6K	Hold	98	–	–	﹤0.01%	460
2020 Q2	$5K	Sell	98 -3,716	-97%	-$187K	﹤0.01%	490
2020 Q1	$171K	Hold	3,814	–	–	0.06%	113
2019 Q4	$238K	Hold	3,814	–	–	0.07%	103
2019 Q3	$218K	Hold	3,814	–	–	0.07%	84
2019 Q2	$219K	Hold	3,814	–	–	0.07%	83
2019 Q1	$219K	Hold	3,814	–	–	0.08%	86
2018 Q4	$198K	Hold	3,814	–	–	0.08%	81
2018 Q3	$238K	Hold	3,814	–	–	0.09%	81
2018 Q2	$239K	Hold	3,814	–	–	0.09%	71
2018 Q1	$249K	Hold	3,814	–	–	0.1%	74
2017 Q4	$246K	Hold	3,814	–	–	0.1%	72
2017 Q3	$236K	Buy	+3,814	New	+$228K	0.1%	66

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Tarbox Family Office's SCZ Position: Q2 2022 in Review

Tarbox Family Office sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 100 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in SCZ in Q3 2017 and held it in 19 quarters. The position peaked at $249K in Q1 2018. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

Tarbox Family Office reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 100 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $7K.
Tarbox Family Office first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and held it in 19 quarters.
Tarbox Family Office's iShares MSCI EAFE Small-Cap ETF position peaked at $249K in Q1 2018.
667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.