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

TRUADVICE’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
2021 Q3	–	Sell	-5,634	Closed	-$423K	–	257
2021 Q2	$423K	Buy	+5,634	New	+$423K	0.09%	199

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BlackRock New York $6.73T AUM 46.02% 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

TRUADVICE's SCZ Position: Q3 2021 in Review

TRUADVICE sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2021, closing a stake of 5,634 shares — an estimated $423K sold.

TRUADVICE first reported a position in SCZ in Q2 2021 and held it in 1 quarter. The position peaked at $423K in Q2 2021. 647 funds tracked by Wall St. Rank hold SCZ as of Q3 2021.

TRUADVICE reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
TRUADVICE sold 5,634 iShares MSCI EAFE Small-Cap ETF shares in Q3 2021, an estimated $423K.
TRUADVICE first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and held it in 1 quarter.
TRUADVICE's iShares MSCI EAFE Small-Cap ETF position peaked at $423K in Q2 2021.
647 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.