BAM
SCZ icon

Bruderman Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bruderman Asset Management’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
2016
Q4 		– Sell
-675
Closed -$35K – 389
2016
Q3 		$35K Buy
+675
New +$34.2K 0.01% 242

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bruderman Asset Management's SCZ Position: Q4 2016 in Review

Bruderman Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2016, closing a stake of 675 shares — an estimated $35K sold.

Bruderman Asset Management first reported a position in SCZ in Q3 2016 and held it in 1 quarter. The position peaked at $35K in Q3 2016. 327 funds tracked by Wall St. Rank hold SCZ as of Q4 2016.

  • Bruderman Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 675 iShares MSCI EAFE Small-Cap ETF shares in Q4 2016, an estimated $35K.
  • Bruderman Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2016 and held it in 1 quarter.
  • Bruderman Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $35K in Q3 2016.
  • 327 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2016.

Based on Bruderman Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.