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BSW Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

BSW Wealth Partners’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
2019
Q2 		– Sell
-4,266
Closed -$245K – 144
2019
Q1 		$245K Sell
4,266
-150,633
-97% -$8.44M 0.1% 78
2018
Q4 		$8.03M Buy
+154,899
New +$8.67M 3.03% 10

Other funds holding SCZ

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Jones Financial Companies
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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BSW Wealth Partners's SCZ Position: Q2 2019 in Review

BSW Wealth Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2019, closing a stake of 4,266 shares — an estimated $245K sold.

BSW Wealth Partners first reported a position in SCZ in Q4 2018 and held it in 2 quarters. The position peaked at $8.03M in Q4 2018. 521 funds tracked by Wall St. Rank hold SCZ as of Q2 2019.

  • BSW Wealth Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • BSW Wealth Partners sold 4,266 iShares MSCI EAFE Small-Cap ETF shares in Q2 2019, an estimated $245K.
  • BSW Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 2 quarters.
  • BSW Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $8.03M in Q4 2018.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2019.

Based on BSW Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.