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Beacon Pointe Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Beacon Pointe Wealth Advisors’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
Q4 		$373K Sell
5,992
-1,605
-21% -$96.4K 0.07% 189
2019
Q3 		$434K Buy
+7,597
New +$429K 0.09% 168

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 $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SCZ Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 21% in Q4 2019, selling an estimated $96.4K and leaving 5,992 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #189.

Beacon Pointe Wealth Advisors first reported a position in SCZ in Q3 2019 and has held it in 2 quarters since. The position peaked at $434K in Q3 2019. 606 funds tracked by Wall St. Rank hold SCZ as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 5,992 shares of iShares MSCI EAFE Small-Cap ETF worth $373K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 1,605 iShares MSCI EAFE Small-Cap ETF shares in Q4 2019, an estimated $96.4K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #189 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and has held it in 2 quarters since.
  • Beacon Pointe Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $434K in Q3 2019.
  • 606 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.