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

Advisory Alpha’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
Q4 		– Sell
-814
Closed -$49K – 549
2020
Q3 		$49K Sell
814
-16,163
-95% -$927K 0.01% 209
2020
Q2 		$914K Buy
16,977
+658
+4% +$33.2K 0.2% 46
2020
Q1 		$735K Sell
16,319
-27,218
-63% -$1.51M 0.21% 46
2019
Q4 		$2.71M Buy
43,537
+2,465
+6% +$148K 0.66% 30
2019
Q3 		$2.33M Buy
41,072
+3,370
+9% +$190K 0.69% 29
2019
Q2 		$2.16M Buy
37,702
+15,657
+71% +$904K 0.72% 29
2019
Q1 		$1.27M Buy
22,045
+12,095
+122% +$677K 0.46% 34
2018
Q4 		$546K Sell
9,950
-9,825
-50% -$550K 0.26% 44
2018
Q3 		$1.16M Sell
19,775
-2,769
-12% -$173K 0.29% 71
2018
Q2 		$1.42M Buy
22,544
+2,417
+12% +$158K 0.36% 69
2018
Q1 		$1.32M Buy
20,127
+13,191
+190% +$870K 0.46% 59
2017
Q4 		$472K Buy
6,936
+402
+6% +$25.3K 0.15% 81
2017
Q3 		$412K Buy
6,534
+2,055
+46% +$123K 0.12% 92
2017
Q2 		$269K Buy
4,479
+2,025
+83% +$115K 0.08% 100
2017
Q1 		$133K Buy
2,454
+2,274
+1,263% +$119K 0.05% 113
2016
Q4 		$9K Sell
180
-644
-78% -$32.5K ﹤0.01% 84
2016
Q3 		$43K Sell
824
-113
-12% -$5.73K 0.02% 82
2016
Q2 		$45K Sell
937
-240
-20% -$12.1K 0.02% 56
2016
Q1 		$59K Sell
1,177
-5,085
-81% -$239K 0.03% 55
2015
Q4 		$310K Sell
6,262
-265
-4% -$13.2K 0.18% 41
2015
Q3 		$312K Sell
6,527
-338
-5% -$16.9K 0.21% 27
2015
Q2 		$350K Sell
6,865
-896
-12% -$46.7K 0.22% 27
2015
Q1 		$384K Buy
7,761
+1,116
+17% +$53.9K 0.25% 28
2014
Q4 		$310K Buy
6,645
+280
+4% +$13.2K 0.22% 29
2014
Q3 		$304K Buy
6,365
+973
+18% +$49.7K 0.2% 28
2014
Q2 		$285K Sell
5,392
-507
-9% -$26.5K 0.19% 28
2014
Q1 		$308K Sell
5,899
-224
-4% -$11.5K 0.21% 27
2013
Q4 		$312K Buy
+6,123
New +$304K 0.22% 26

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Alpha's SCZ Position: Q4 2020 in Review

Advisory Alpha sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2020, closing a stake of 814 shares — an estimated $49K sold.

Advisory Alpha first reported a position in SCZ in Q4 2013 and held it in 28 quarters. The position peaked at $2.71M in Q4 2019. 570 funds tracked by Wall St. Rank hold SCZ as of Q4 2020.

  • Advisory Alpha reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 814 iShares MSCI EAFE Small-Cap ETF shares in Q4 2020, an estimated $49K.
  • Advisory Alpha first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and held it in 28 quarters.
  • Advisory Alpha's iShares MSCI EAFE Small-Cap ETF position peaked at $2.71M in Q4 2019.
  • 570 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.