BCI
SCZ icon

Brinker Capital Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Brinker Capital Investments’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
-413
Closed -$26K – 674
2019
Q4 		$26K Hold
413
– – ﹤0.01% 481
2019
Q3 		$24K Sell
413
-1,107
-73% -$62.6K ﹤0.01% 491
2019
Q2 		$87K Buy
1,520
+715
+89% +$41.3K ﹤0.01% 508
2019
Q1 		$46K Buy
805
+91
+13% +$5.1K ﹤0.01% 481
2018
Q4 		$37K Buy
+714
New +$40K ﹤0.01% 407

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

Brinker Capital Investments's SCZ Position: Q1 2020 in Review

Brinker Capital Investments sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 413 shares — an estimated $26K sold.

Brinker Capital Investments first reported a position in SCZ in Q4 2018 and held it in 5 quarters. The position peaked at $87K in Q2 2019. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Brinker Capital Investments reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Brinker Capital Investments sold 413 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $26K.
  • Brinker Capital Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 5 quarters.
  • Brinker Capital Investments's iShares MSCI EAFE Small-Cap ETF position peaked at $87K in Q2 2019.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.