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Barnett & Company’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Barnett & Company’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
-25
Closed -$1K – 358
2020
Q1 		$1K Hold
25
– – ﹤0.01% 342
2019
Q4 		$2K Buy
+25
New +$1.5K ﹤0.01% 429

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

Barnett & Company's SCZ Position: Q2 2020 in Review

Barnett & Company sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2020, closing a stake of 25 shares — an estimated $1K sold.

Barnett & Company first reported a position in SCZ in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 502 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

  • Barnett & Company reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Barnett & Company sold 25 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $1K.
  • Barnett & Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Barnett & Company's iShares MSCI EAFE Small-Cap ETF position peaked at $2K in Q4 2019.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on Barnett & Company's 13F filing for Q2 2020, filed 22 Jul 2020.