Boston Private Bank & Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$138K	Buy	2,795 +2,000	+252%	+$96.7K	0.01%	441
2014 Q4	$37K	Hold	795	–	–	﹤0.01%	633
2014 Q3	$39K	Hold	795	–	–	﹤0.01%	635
2014 Q2	$42K	Sell	795 -455	-36%	-$23.8K	﹤0.01%	601
2014 Q1	$65K	Sell	1,250 -292	-19%	-$15K	﹤0.01%	547
2013 Q4	$79K	Buy	1,542 +795	+106%	+$39.4K	﹤0.01%	520
2013 Q3	$36K	Hold	747	–	–	﹤0.01%	609
2013 Q2	$31K	Buy	+747	New	+$33.1K	﹤0.01%	615

Other funds holding SCZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Boston Private Bank & Trust's SCZ Position: Q1 2015 in Review

Boston Private Bank & Trust increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 252% in Q1 2015, buying an estimated $96.7K and bringing the position to 2,795 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #441.

Boston Private Bank & Trust first reported a position in SCZ in Q2 2013 and has held it in 8 quarters since. 262 funds tracked by Wall St. Rank hold SCZ as of Q1 2015.

Boston Private Bank & Trust held 2,795 shares of iShares MSCI EAFE Small-Cap ETF worth $138K as of Q1 2015.
Boston Private Bank & Trust bought 2,000 iShares MSCI EAFE Small-Cap ETF shares in Q1 2015, an estimated $96.7K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #441 holding.
Boston Private Bank & Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 8 quarters since.
262 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.