AFS
SCZ icon

Access Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Access Financial Services’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
2019
Q4 		– Sell
-6,228
Closed -$356K – 79
2019
Q3 		$356K Hold
6,228
– – 0.25% 63
2019
Q2 		$357K Buy
+6,228
New +$360K 0.27% 64

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Access Financial Services's SCZ Position: Q4 2019 in Review

Access Financial Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2019, closing a stake of 6,228 shares — an estimated $356K sold.

Access Financial Services first reported a position in SCZ in Q2 2019 and held it in 2 quarters. The position peaked at $357K in Q2 2019. 606 funds tracked by Wall St. Rank hold SCZ as of Q4 2019.

  • Access Financial Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Access Financial Services sold 6,228 iShares MSCI EAFE Small-Cap ETF shares in Q4 2019, an estimated $356K.
  • Access Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and held it in 2 quarters.
  • Access Financial Services's iShares MSCI EAFE Small-Cap ETF position peaked at $357K in Q2 2019.
  • 606 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2019.

Based on Access Financial Services's 13F filing for Q4 2019, filed 21 Jan 2020.