AWM
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Apollon Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Apollon Wealth Management’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
Q3 		– Sell
-1,230
Closed -$66K – 594
2020
Q2 		$66K Buy
+1,230
New +$62K 0.04% 212
2019
Q3 		– Sell
-1,743
Closed -$100K – 100
2019
Q2 		$100K Buy
+1,743
New +$101K 0.11% 66

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Apollon Wealth Management's SCZ Position: Q3 2020 in Review

Apollon Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2020, closing a stake of 1,230 shares — an estimated $66K sold.

Apollon Wealth Management first reported a position in SCZ in Q2 2019 and held it in 2 quarters. The position peaked at $100K in Q2 2019. 507 funds tracked by Wall St. Rank hold SCZ as of Q3 2020.

  • Apollon Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 1,230 iShares MSCI EAFE Small-Cap ETF shares in Q3 2020, an estimated $66K.
  • Apollon Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and held it in 2 quarters.
  • Apollon Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $100K in Q2 2019.
  • 507 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.