UBV
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United Bank (Virginia)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

United Bank (Virginia)’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
Q1 		– Sell
-2,975
Closed -$217K – 168
2021
Q4 		$217K Hold
2,975
– – 0.03% 160
2021
Q3 		$221K Hold
2,975
– – 0.03% 158
2021
Q2 		$221K Hold
2,975
– – 0.03% 157
2021
Q1 		$214K Hold
2,975
– – 0.03% 164
2020
Q4 		$203K Buy
+2,975
New +$188K 0.03% 161

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Bank (Virginia)'s SCZ Position: Q1 2022 in Review

United Bank (Virginia) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2022, closing a stake of 2,975 shares — an estimated $217K sold.

United Bank (Virginia) first reported a position in SCZ in Q4 2020 and held it in 5 quarters. The position peaked at $221K in Q3 2021. 698 funds tracked by Wall St. Rank hold SCZ as of Q1 2022.

  • United Bank (Virginia) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • United Bank (Virginia) sold 2,975 iShares MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $217K.
  • United Bank (Virginia) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 5 quarters.
  • United Bank (Virginia)'s iShares MSCI EAFE Small-Cap ETF position peaked at $221K in Q3 2021.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on United Bank (Virginia)'s 13F filing for Q1 2022, filed 16 May 2022.