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Barrett Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Barrett Asset 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
Q3 		– Sell
-2,700
Closed -$145K – 394
2020
Q2 		$145K Buy
+2,700
New +$136K 0.01% 178

Other funds holding SCZ

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

Barrett Asset Management's SCZ Position: Q3 2020 in Review

Barrett Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2020, closing a stake of 2,700 shares — an estimated $145K sold.

Barrett Asset Management first reported a position in SCZ in Q2 2020 and held it in 1 quarter. The position peaked at $145K in Q2 2020. 507 funds tracked by Wall St. Rank hold SCZ as of Q3 2020.

  • Barrett Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Barrett Asset Management sold 2,700 iShares MSCI EAFE Small-Cap ETF shares in Q3 2020, an estimated $145K.
  • Barrett Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2020 and held it in 1 quarter.
  • Barrett Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $145K in Q2 2020.
  • 507 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2020.

Based on Barrett Asset Management's 13F filing for Q3 2020, filed 6 Nov 2020.