1834 Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

1834 Investment Advisors’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
2020 Q1	–	Sell	-157	Closed	-$10K	–	438
2019 Q4	$10K	Hold	157	–	–	﹤0.01%	380
2019 Q3	$9K	Sell	157 -1,541	-91%	-$87.1K	﹤0.01%	390
2019 Q2	$97K	Buy	1,698 +182	+12%	+$10.5K	0.01%	239
2019 Q1	$87K	Hold	1,516	–	–	0.01%	237
2018 Q4	$79K	Buy	1,516 +20	+1%	+$1.12K	0.01%	235
2018 Q3	$93K	Hold	1,496	–	–	0.01%	241
2018 Q2	$94K	Buy	1,496 +18	+1%	+$1.18K	0.01%	232
2018 Q1	$96K	Hold	1,478	–	–	0.02%	223
2017 Q4	$95K	Buy	+1,478	New	+$93K	0.02%	245

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1834 Investment Advisors's SCZ Position: Q1 2020 in Review

1834 Investment Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 157 shares — an estimated $10K sold.

1834 Investment Advisors first reported a position in SCZ in Q4 2017 and held it in 9 quarters. The position peaked at $97K in Q2 2019. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

1834 Investment Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
1834 Investment Advisors sold 157 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $10K.
1834 Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 9 quarters.
1834 Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $97K in Q2 2019.
514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.