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Calton & Associates’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-587
Closed -$39K – 1104
2017
Q4 		$39K Buy
+587
New +$36.9K 0.01% 744

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Calton & Associates's SCZ Position: Q1 2018 in Review

Calton & Associates sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2018, closing a stake of 587 shares — an estimated $39K sold.

Calton & Associates first reported a position in SCZ in Q4 2017 and held it in 1 quarter. The position peaked at $39K in Q4 2017. 477 funds tracked by Wall St. Rank hold SCZ as of Q1 2018.

  • Calton & Associates reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 587 iShares MSCI EAFE Small-Cap ETF shares in Q1 2018, an estimated $39K.
  • Calton & Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares MSCI EAFE Small-Cap ETF position peaked at $39K in Q4 2017.
  • 477 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.