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TI-Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

TI-Trust’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
-3,381
Closed -$224K – 109
2022
Q1 		$224K Hold
3,381
– – 0.2% 102
2021
Q4 		$247K Buy
+3,381
New +$251K 0.22% 94
2019
Q4 		$257K Buy
+4,126
New +$248K 0.25% 91

Other funds holding SCZ

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TI-Trust's SCZ Position: Q2 2022 in Review

TI-Trust sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 3,381 shares — an estimated $224K sold.

TI-Trust first reported a position in SCZ in Q4 2019 and held it in 3 quarters. The position peaked at $257K in Q4 2019. 666 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

  • TI-Trust reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • TI-Trust sold 3,381 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $224K.
  • TI-Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 3 quarters.
  • TI-Trust's iShares MSCI EAFE Small-Cap ETF position peaked at $257K in Q4 2019.
  • 666 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on TI-Trust's 13F filing for Q2 2022, filed 29 Jul 2022.