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AT Bancorp’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

AT Bancorp’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
Q1 		$256K Sell
4,453
-3,218
-42% -$180K 0.03% 213
2018
Q4 		$398K Hold
7,671
– – 0.05% 165
2018
Q3 		$477K Hold
7,671
– – 0.05% 160
2018
Q2 		$481K Hold
7,671
– – 0.05% 162
2018
Q1 		$500K Hold
7,671
– – 0.05% 165
2017
Q4 		$495K Hold
7,671
– – 0.05% 165
2017
Q3 		$476K Hold
7,671
– – 0.05% 162
2017
Q2 		$444K Sell
7,671
-590
-7% -$33.6K 0.05% 172
2017
Q1 		$447K Sell
8,261
-3,408
-29% -$179K 0.06% 211
2016
Q4 		$581K Hold
11,669
– – 0.08% 190
2016
Q3 		$584K Hold
11,669
– – 0.08% 189
2016
Q2 		$564K Hold
11,669
– – 0.08% 171
2016
Q1 		$581K Hold
11,669
– – 0.09% 161
2015
Q4 		$583K Sell
11,669
-692
-6% -$34.6K 0.16% 129
2015
Q3 		$591K Sell
12,361
-201
-2% -$10K 0.17% 120
2015
Q2 		$641K Sell
12,562
-72
-0.6% -$3.75K 0.16% 124
2015
Q1 		$625K Buy
12,634
+3,599
+40% +$174K 0.17% 131
2014
Q4 		$422K Sell
9,035
-1,271
-12% -$60K 0.13% 141
2014
Q3 		$500K Buy
10,306
+3,938
+62% +$201K 0.15% 135
2014
Q2 		$337K Buy
6,368
+1,405
+28% +$73.4K 0.1% 148
2014
Q1 		$259K Hold
4,963
– – 0.08% 159
2013
Q4 		$253K Hold
4,963
– – 0.08% 152
2013
Q3 		$240K Buy
+4,963
New +$228K 0.09% 149

Other funds holding SCZ

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AT Bancorp's SCZ Position: Q1 2019 in Review

AT Bancorp reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 42% in Q1 2019, selling an estimated $180K and leaving 4,453 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #213.

AT Bancorp first reported a position in SCZ in Q3 2013 and has held it in 23 quarters since. The position peaked at $641K in Q2 2015. 524 funds tracked by Wall St. Rank hold SCZ as of Q1 2019.

  • AT Bancorp held 4,453 shares of iShares MSCI EAFE Small-Cap ETF worth $256K as of Q1 2019.
  • AT Bancorp sold 3,218 iShares MSCI EAFE Small-Cap ETF shares in Q1 2019, an estimated $180K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of AT Bancorp's portfolio in Q1 2019, its #213 holding.
  • AT Bancorp first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2013 and has held it in 23 quarters since.
  • AT Bancorp's iShares MSCI EAFE Small-Cap ETF position peaked at $641K in Q2 2015.
  • 524 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2019.

Based on AT Bancorp's 13F filing for Q1 2019, filed 13 May 2019.