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

Apriem 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
2018 Q3	–	Sell	-272	Closed	-$17K	–	336
2018 Q2	$17K	Buy	+272	New	+$17.8K	﹤0.01%	372
2016 Q2	–	Sell	-2,500	Closed	-$125K	–	633
2016 Q1	$125K	Sell	2,500 -2,500	-50%	-$118K	0.05%	125
2015 Q4	$250K	Hold	5,000	–	–	0.09%	82
2015 Q3	$239K	Buy	5,000 +4,988	+41,567%	+$249K	0.09%	83
2015 Q2	$1K	Buy	+12	New	+$626	﹤0.01%	606

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apriem Advisors's SCZ Position: Q3 2018 in Review

Apriem Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2018, closing a stake of 272 shares — an estimated $17K sold.

Apriem Advisors first reported a position in SCZ in Q2 2015 and held it in 5 quarters. The position peaked at $250K in Q4 2015. 502 funds tracked by Wall St. Rank hold SCZ as of Q3 2018.

Apriem Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 272 iShares MSCI EAFE Small-Cap ETF shares in Q3 2018, an estimated $17K.
Apriem Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and held it in 5 quarters.
Apriem Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $250K in Q4 2015.
502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.