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Avantax Planning Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Avantax Planning 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
Q4 		– Sell
-116
Closed -$7K – 1023
2018
Q3 		$7K Buy
+116
New +$7.24K ﹤0.01% 992
2018
Q2 		– Sell
-136
Closed -$9K – 1252
2018
Q1 		$9K Buy
+136
New +$8.97K ﹤0.01% 1113

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's SCZ Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2018, closing a stake of 116 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in SCZ in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 540 funds tracked by Wall St. Rank hold SCZ as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 116 iShares MSCI EAFE Small-Cap ETF shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $9K in Q1 2018.
  • 540 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.