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Boys Arnold & Co’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Boys Arnold & Co’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
-3,824
Closed -$238K – 270
2019
Q4 		$238K Sell
3,824
-150
-4% -$9.01K 0.03% 248
2019
Q3 		$226K Buy
+3,974
New +$225K 0.03% 251
2019
Q2 		– Sell
-3,792
Closed -$218K – 274
2019
Q1 		$218K Buy
+3,792
New +$212K 0.03% 256
2018
Q4 		– Sell
-3,838
Closed -$240K – 279
2018
Q3 		$240K Hold
3,838
– – 0.03% 261
2018
Q2 		$241K Sell
3,838
-2,965
-44% -$194K 0.04% 256
2018
Q1 		$452K Buy
6,803
+1,338
+24% +$88.3K 0.07% 214
2017
Q4 		$352K Buy
5,465
+45
+0.8% +$2.83K 0.05% 237
2017
Q3 		$336K Sell
5,420
-21
-0.4% -$1.26K 0.05% 230
2017
Q2 		$315K Buy
5,441
+550
+11% +$31.3K 0.04% 237
2017
Q1 		$265K Buy
+4,891
New +$257K 0.04% 251
2016
Q4 		– Sell
-3,960
Closed -$208K – 275
2016
Q3 		$208K Buy
+3,960
New +$201K 0.04% 263

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boys Arnold & Co's SCZ Position: Q1 2020 in Review

Boys Arnold & Co sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 3,824 shares — an estimated $238K sold.

Boys Arnold & Co first reported a position in SCZ in Q3 2016 and held it in 11 quarters. The position peaked at $452K in Q1 2018. 513 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Boys Arnold & Co reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 3,824 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $238K.
  • Boys Arnold & Co first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2016 and held it in 11 quarters.
  • Boys Arnold & Co's iShares MSCI EAFE Small-Cap ETF position peaked at $452K in Q1 2018.
  • 513 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Boys Arnold & Co's 13F filing for Q1 2020, filed 24 Apr 2020.