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

Veritable’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
Q4 		– Sell
-7,110
Closed -$347K – 891
2022
Q3 		$347K Sell
7,110
-1,420
-17% -$77.9K 0.01% 591
2022
Q2 		$466K Sell
8,530
-12
-0.1% -$726 0.01% 557
2022
Q1 		$567K Buy
8,542
+12
+0.1% +$815 0.01% 533
2021
Q4 		$623K Sell
8,530
-5
-0.1% -$371 0.01% 502
2021
Q3 		$635K Sell
8,535
-1,380
-14% -$105K 0.01% 485
2021
Q2 		$735K Buy
9,915
+5
+0.1% +$375 0.01% 449
2021
Q1 		$712K Sell
9,910
-21
-0.2% -$1.49K 0.01% 430
2020
Q4 		$679K Sell
9,931
-1,021
-9% -$64.4K 0.01% 425
2020
Q3 		$646K Hold
10,952
– – 0.01% 419
2020
Q2 		$587K Buy
10,952
+2,705
+33% +$136K 0.01% 434
2020
Q1 		$370K Buy
8,247
+2,937
+55% +$163K 0.01% 504
2019
Q4 		$331K Buy
+5,310
New +$319K 0.01% 639
2018
Q4 		– Sell
-3,935
Closed -$245K – 821
2018
Q3 		$245K Sell
3,935
-3,100
-44% -$194K ﹤0.01% 714
2018
Q2 		$441K Buy
7,035
+432
+7% +$28.3K 0.01% 529
2018
Q1 		$430K Sell
6,603
-3,274
-33% -$216K 0.01% 528
2017
Q4 		$637K Sell
9,877
-255
-3% -$16K 0.01% 443
2017
Q3 		$628K Buy
10,132
+800
+9% +$47.8K 0.01% 456
2017
Q2 		$540K Buy
9,332
+4,017
+76% +$229K 0.01% 490
2017
Q1 		$288K Hold
5,315
– – 0.01% 619
2016
Q4 		$265K Buy
+5,315
New +$268K 0.01% 628
2015
Q2 		– Sell
-5,150
Closed -$255K – 854
2015
Q1 		$255K Buy
+5,150
New +$249K 0.01% 791
2014
Q1 		– Sell
-3,100
Closed -$158K – 991
2013
Q4 		$158K Buy
+3,100
New +$154K ﹤0.01% 871

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Veritable's SCZ Position: Q4 2022 in Review

Veritable sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 7,110 shares — an estimated $347K sold.

Veritable first reported a position in SCZ in Q4 2013 and held it in 22 quarters. The position peaked at $735K in Q2 2021. 684 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Veritable reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Veritable sold 7,110 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $347K.
  • Veritable first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and held it in 22 quarters.
  • Veritable's iShares MSCI EAFE Small-Cap ETF position peaked at $735K in Q2 2021.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Veritable's 13F filing for Q4 2022, filed 14 Feb 2023.