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

Alerus 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
2016
Q1 		$175K Buy
3,515
+398
+13% +$18.7K 0.03% 124
2015
Q4 		$156K Buy
3,117
+3,001
+2,587% +$150K 0.03% 130
2015
Q3 		$6K Sell
116
-951
-89% -$47.4K ﹤0.01% 156
2015
Q2 		$54K Buy
1,067
+893
+513% +$46.6K 0.01% 130
2015
Q1 		$9K Hold
174
– – ﹤0.01% 147
2014
Q4 		$8K Buy
+174
New +$8.21K ﹤0.01% 151

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alerus Investment Advisors's SCZ Position: Q1 2016 in Review

Alerus Investment Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 13% in Q1 2016, buying an estimated $18.7K and bringing the position to 3,515 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #124.

Alerus Investment Advisors first reported a position in SCZ in Q4 2014 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold SCZ as of Q1 2016.

  • Alerus Investment Advisors held 3,515 shares of iShares MSCI EAFE Small-Cap ETF worth $175K as of Q1 2016.
  • Alerus Investment Advisors bought 398 iShares MSCI EAFE Small-Cap ETF shares in Q1 2016, an estimated $18.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Alerus Investment Advisors's portfolio in Q1 2016, its #124 holding.
  • Alerus Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and has held it in 6 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.