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Bell Rock Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bell Rock Capital’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
Q1 		– Sell
-738
Closed -$45K – 250
2019
Q4 		$45K Sell
738
-68
-8% -$4.09K 0.04% 227
2019
Q3 		$43K Sell
806
-46
-5% -$2.6K 0.04% 217
2019
Q2 		$47K Sell
852
-63
-7% -$3.64K 0.04% 211
2019
Q1 		$50K Sell
915
-377
-29% -$21.1K 0.03% 236
2018
Q4 		$64K Sell
1,292
-192
-13% -$10.8K 0.04% 207
2018
Q3 		$93K Sell
1,484
-316
-18% -$19.7K 0.05% 201
2018
Q2 		$112K Sell
1,800
-23
-1% -$1.5K 0.06% 177
2018
Q1 		$116K Sell
1,823
-31
-2% -$2.05K 0.06% 175
2017
Q4 		$116K Buy
1,854
+77
+4% +$4.84K 0.06% 171
2017
Q3 		$107K Buy
1,777
+44
+3% +$2.63K 0.06% 181
2017
Q2 		$95K Buy
1,733
+185
+12% +$10.5K 0.06% 177
2017
Q1 		$79K Sell
1,548
-626
-29% -$32.9K 0.07% 153
2016
Q4 		$107K Buy
+2,174
New +$110K 0.11% 120

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bell Rock Capital's SCZ Position: Q1 2020 in Review

Bell Rock Capital sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 738 shares — an estimated $45K sold.

Bell Rock Capital first reported a position in SCZ in Q4 2016 and held it in 13 quarters. The position peaked at $116K in Q1 2018. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Bell Rock Capital reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 738 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $45K.
  • Bell Rock Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and held it in 13 quarters.
  • Bell Rock Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $116K in Q1 2018.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.