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

TimeScale Financial’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	-51	Closed	-$3K	–	580
2022 Q2	$3K	Hold	51	–	–	﹤0.01%	414
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	423
2021 Q4	$4K	Hold	51	–	–	﹤0.01%	400
2021 Q3	$4K	Hold	51	–	–	﹤0.01%	397
2021 Q2	$4K	Buy	+51	New	+$3.83K	﹤0.01%	404
2021 Q1	–	Sell	-112	Closed	-$8K	–	537
2020 Q4	$8K	Hold	112	–	–	﹤0.01%	310
2020 Q3	$7K	Hold	112	–	–	﹤0.01%	329
2020 Q2	$6K	Buy	+112	New	+$5.64K	﹤0.01%	341
2020 Q1	–	Sell	-456	Closed	-$25.3K	–	520
2019 Q4	$28K	Hold	456	–	–	0.01%	234
2019 Q3	$26K	Hold	456	–	–	0.01%	244
2019 Q2	$26K	Buy	+456	New	+$26.3K	0.01%	251

Other funds holding SCZ

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TimeScale Financial's SCZ Position: Q3 2022 in Review

TimeScale Financial sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 51 shares — an estimated $3K sold.

TimeScale Financial first reported a position in SCZ in Q2 2019 and held it in 11 quarters. The position peaked at $28K in Q4 2019. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

TimeScale Financial reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
TimeScale Financial sold 51 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $3K.
TimeScale Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and held it in 11 quarters.
TimeScale Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $28K in Q4 2019.
632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on TimeScale Financial's 13F filing for Q3 2022, filed 5 Oct 2022.