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USAdvisors Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

USAdvisors Wealth 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
2022
Q2 		– Sell
-3,245
Closed -$215K – 119
2022
Q1 		$215K Sell
3,245
-135
-4% -$9.17K 0.09% 115
2021
Q4 		$247K Buy
3,380
+57
+2% +$4.23K 0.1% 107
2021
Q3 		$247K Sell
3,323
-1,896
-36% -$144K 0.11% 97
2021
Q2 		$244K Buy
5,219
+1,800
+53% +$135K 0.13% 97
2021
Q1 		$246K Buy
+3,419
New +$243K 0.12% 97

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

USAdvisors Wealth Management's SCZ Position: Q2 2022 in Review

USAdvisors Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 3,245 shares — an estimated $215K sold.

USAdvisors Wealth Management first reported a position in SCZ in Q1 2021 and held it in 5 quarters. The position peaked at $247K in Q4 2021. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

  • USAdvisors Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • USAdvisors Wealth Management sold 3,245 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $215K.
  • USAdvisors Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and held it in 5 quarters.
  • USAdvisors Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $247K in Q4 2021.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on USAdvisors Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.