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B. Riley Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

B. Riley 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
Q2 		– Sell
-5,108
Closed -$229K – 539
2020
Q1 		$229K Hold
5,108
– – 0.02% 412
2019
Q4 		$318K Buy
5,108
+811
+19% +$48.7K 0.05% 282
2019
Q3 		$246K Buy
4,297
+490
+13% +$27.7K 0.04% 313
2019
Q2 		$219K Sell
3,807
-790
-17% -$45.6K 0.03% 337
2019
Q1 		$264K Buy
4,597
+186
+4% +$10.4K 0.05% 300
2018
Q4 		$229K Sell
4,411
-6,946
-61% -$389K 0.05% 288
2018
Q3 		$707K Buy
+11,357
New +$709K 0.17% 118
2015
Q3 		– Sell
-308
Closed -$15K – 637
2015
Q2 		$15K Hold
308
– – 0.01% 668
2015
Q1 		$15K Hold
308
– – 0.01% 678
2014
Q4 		$14K Sell
308
-30
-9% -$1.42K 0.01% 668
2014
Q3 		$16K Sell
338
-462
-58% -$23.6K 0.01% 670
2014
Q2 		$42K Sell
800
-18
-2% -$940 0.03% 503
2014
Q1 		$43K Buy
+818
New +$41.9K 0.03% 468

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

B. Riley Wealth Management's SCZ Position: Q2 2020 in Review

B. Riley Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2020, closing a stake of 5,108 shares — an estimated $229K sold.

B. Riley Wealth Management first reported a position in SCZ in Q1 2014 and held it in 13 quarters. The position peaked at $707K in Q3 2018. 502 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

  • B. Riley Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 5,108 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $229K.
  • B. Riley Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2014 and held it in 13 quarters.
  • B. Riley Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $707K in Q3 2018.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.