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Advocacy Wealth Management Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Advocacy Wealth Management 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
2018
Q4 		– Sell
-750
Closed -$42K – 175
2018
Q3 		$47K Buy
+750
New +$46.8K 0.03% 43

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Advocacy Wealth Management Services's SCZ Position: Q4 2018 in Review

Advocacy Wealth Management Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2018, closing a stake of 750 shares — an estimated $42K sold.

Advocacy Wealth Management Services first reported a position in SCZ in Q3 2018 and held it in 1 quarter. The position peaked at $47K in Q3 2018. 540 funds tracked by Wall St. Rank hold SCZ as of Q4 2018.

  • Advocacy Wealth Management Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 750 iShares MSCI EAFE Small-Cap ETF shares in Q4 2018, an estimated $42K.
  • Advocacy Wealth Management Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Advocacy Wealth Management Services's iShares MSCI EAFE Small-Cap ETF position peaked at $47K in Q3 2018.
  • 540 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2018, filed 7 Jan 2019.