AP
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Appleton Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Appleton Partners’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
Q2 		– Sell
-3,165
Closed -$206K – 265
2018
Q1 		$206K Buy
+3,165
New +$209K 0.03% 253

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Appleton Partners's SCZ Position: Q2 2018 in Review

Appleton Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2018, closing a stake of 3,165 shares — an estimated $206K sold.

Appleton Partners first reported a position in SCZ in Q1 2018 and held it in 1 quarter. The position peaked at $206K in Q1 2018. 493 funds tracked by Wall St. Rank hold SCZ as of Q2 2018.

  • Appleton Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Appleton Partners sold 3,165 iShares MSCI EAFE Small-Cap ETF shares in Q2 2018, an estimated $206K.
  • Appleton Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Appleton Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $206K in Q1 2018.
  • 493 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2018.

Based on Appleton Partners's 13F filing for Q2 2018, filed 8 Aug 2018.