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Tufton Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Tufton Capital Management’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
2024
Q3 		– Sell
-4,437
Closed -$273K – 122
2024
Q2 		$273K Sell
4,437
-568
-11% -$35.6K 0.05% 112
2024
Q1 		$317K Sell
5,005
-49
-1% -$3K 0.06% 110
2023
Q4 		$313K Sell
5,054
-84
-2% -$4.8K 0.07% 107
2023
Q3 		$290K Sell
5,138
-29
-0.6% -$1.71K 0.06% 102
2023
Q2 		$305K Hold
5,167
– – 0.07% 102
2023
Q1 		$307K Sell
5,167
-72
-1% -$4.28K 0.07% 104
2022
Q4 		$296K Sell
5,239
-10
-0.2% -$537 0.07% 101
2022
Q3 		$256K Sell
5,249
-1,003
-16% -$55K 0.06% 103
2022
Q2 		$341K Sell
6,252
-85
-1% -$5.14K 0.06% 97
2022
Q1 		$420K Sell
6,337
-120
-2% -$8.15K 0.07% 95
2021
Q4 		$471K Sell
6,457
-34
-0.5% -$2.52K 0.07% 98
2021
Q3 		$482K Hold
6,491
– – 0.08% 92
2021
Q2 		$481K Buy
6,491
+120
+2% +$9.01K 0.08% 93
2021
Q1 		$457K Buy
6,371
+6
+0.1% +$426 0.08% 96
2020
Q4 		$435K Sell
6,365
-260
-4% -$16.4K 0.08% 95
2020
Q3 		$390K Buy
6,625
+78
+1% +$4.47K 0.08% 94
2020
Q2 		$351K Buy
6,547
+201
+3% +$10.1K 0.08% 93
2020
Q1 		$284K Buy
6,346
+428
+7% +$23.8K 0.07% 94
2019
Q4 		$368K Buy
5,918
+313
+6% +$18.8K 0.07% 95
2019
Q3 		$320K Sell
5,605
-80
-1% -$4.52K 0.07% 101
2019
Q2 		$326K Buy
5,685
+175
+3% +$10.1K 0.07% 104
2019
Q1 		$316K Sell
5,510
-95
-2% -$5.32K 0.07% 101
2018
Q4 		$290K Sell
5,605
-22
-0.4% -$1.23K 0.07% 98
2018
Q3 		$350K Buy
5,627
+246
+5% +$15.4K 0.07% 98
2018
Q2 		$337K Buy
5,381
+553
+11% +$36.2K 0.07% 104
2018
Q1 		$314K Sell
4,828
-54
-1% -$3.56K 0.06% 104
2017
Q4 		$315K Buy
4,882
+222
+5% +$14K 0.06% 107
2017
Q3 		$289K Buy
+4,660
New +$279K 0.06% 108

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Tufton Capital Management's SCZ Position: Q3 2024 in Review

Tufton Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2024, closing a stake of 4,437 shares — an estimated $273K sold.

Tufton Capital Management first reported a position in SCZ in Q3 2017 and held it in 28 quarters. The position peaked at $482K in Q3 2021. 693 funds tracked by Wall St. Rank hold SCZ as of Q3 2024.

  • Tufton Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Tufton Capital Management sold 4,437 iShares MSCI EAFE Small-Cap ETF shares in Q3 2024, an estimated $273K.
  • Tufton Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and held it in 28 quarters.
  • Tufton Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $482K in Q3 2021.
  • 693 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Tufton Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.