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West Family Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

West Family Investments’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
Q2 		– Sell
-30,200
Closed -$2.17M – 371
2021
Q1 		$2.17M Hold
30,200
– – 0.79% 45
2020
Q4 		$2.06K Buy
+30,200
New +$1.91M 0.63% 49

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MMI
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West Family Investments's SCZ Position: Q2 2021 in Review

West Family Investments sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2021, closing a stake of 30,200 shares — an estimated $2.17M sold.

West Family Investments first reported a position in SCZ in Q4 2020 and held it in 2 quarters. The position peaked at $2.17M in Q1 2021. 630 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

  • West Family Investments reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • West Family Investments sold 30,200 iShares MSCI EAFE Small-Cap ETF shares in Q2 2021, an estimated $2.17M.
  • West Family Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 2 quarters.
  • West Family Investments's iShares MSCI EAFE Small-Cap ETF position peaked at $2.17M in Q1 2021.
  • 630 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on West Family Investments's 13F filing for Q2 2021, filed 12 Aug 2021.