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American Economic Planning Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

American Economic Planning Group’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
Q3 		$302K Hold
5,275
– – 0.08% 66
2019
Q2 		$303K Hold
5,275
– – 0.09% 67
2019
Q1 		$303K Sell
5,275
-376
-7% -$21.1K 0.09% 62
2018
Q4 		$293K Buy
5,651
+2,270
+67% +$127K 0.09% 58
2018
Q3 		$211K Hold
3,381
– – 0.07% 71
2018
Q2 		$212K Sell
3,381
-369
-10% -$24.1K 0.08% 74
2018
Q1 		$244K Sell
3,750
-447
-11% -$29.5K 0.09% 76
2017
Q4 		$271K Sell
4,197
-96
-2% -$6.04K 0.1% 66
2017
Q3 		$266K Hold
4,293
– – 0.1% 62
2017
Q2 		$248K Sell
4,293
-1,426
-25% -$81.3K 0.1% 63
2017
Q1 		$310K Sell
5,719
-283
-5% -$14.9K 0.12% 52
2016
Q4 		$299K Sell
6,002
-1,016
-14% -$51.2K 0.13% 45
2016
Q3 		$367K Sell
7,018
-49,034
-87% -$2.49M 0.15% 33
2016
Q2 		$2.71M Sell
56,052
-2,461
-4% -$124K 1.09% 7
2016
Q1 		$2.91M Buy
58,513
+1,182
+2% +$55.6K 1.18% 6
2015
Q4 		$2.86M Buy
57,331
+316
+0.6% +$15.8K 1.11% 8
2015
Q3 		$2.72M Buy
57,015
+571
+1% +$28.5K 1.2% 6
2015
Q2 		$2.88M Sell
56,444
-1,093
-2% -$57K 1.18% 6
2015
Q1 		$2.85M Sell
57,537
-1,522
-3% -$73.6K 1.08% 7
2014
Q4 		$2.76M Buy
59,059
+2,217
+4% +$105K 1.06% 7
2014
Q3 		$2.76M Buy
56,842
+724
+1% +$37K 1.08% 7
2014
Q2 		$2.97M Buy
56,118
+2,211
+4% +$116K 1.09% 7
2014
Q1 		$2.81M Sell
53,907
-3,363
-6% -$172K 1.1% 7
2013
Q4 		$2.92M Sell
57,270
-1,094
-2% -$54.2K 1.06% 10
2013
Q3 		$2.83M Sell
58,364
-402
-0.7% -$18.5K 1.16% 7
2013
Q2 		$2.46M Buy
+58,766
New +$2.6M 0.94% 7

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Economic Planning Group's SCZ Position: Q3 2019 in Review

American Economic Planning Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2019 at 5,275 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #66.

American Economic Planning Group first reported a position in SCZ in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.97M in Q2 2014. 521 funds tracked by Wall St. Rank hold SCZ as of Q3 2019.

  • American Economic Planning Group held 5,275 shares of iShares MSCI EAFE Small-Cap ETF worth $302K as of Q3 2019.
  • American Economic Planning Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2019.
  • iShares MSCI EAFE Small-Cap ETF made up 0.08% of American Economic Planning Group's portfolio in Q3 2019, its #66 holding.
  • American Economic Planning Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 26 quarters since.
  • American Economic Planning Group's iShares MSCI EAFE Small-Cap ETF position peaked at $2.97M in Q2 2014.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.