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Camarda Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Camarda Financial Advisors’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
Q1 		– Sell
-2,095
Closed -$109K – 561
2018
Q4 		$109K Hold
2,095
– – 0.13% 59
2018
Q3 		$130K Hold
2,095
– – 0.15% 76
2018
Q2 		$131K Hold
2,095
– – 0.14% 85
2018
Q1 		$137K Sell
2,095
-703
-25% -$46.4K 0.14% 81
2017
Q4 		$180K Sell
2,798
-2,191
-44% -$138K 0.22% 75
2017
Q3 		$309K Hold
4,989
– – 0.33% 64
2017
Q2 		$289K Sell
4,989
-2,541
-34% -$145K 0.31% 67
2017
Q1 		$408K Sell
7,530
-5,406
-42% -$284K 0.4% 64
2016
Q4 		$645K Sell
12,936
-2,793
-18% -$141K 0.44% 68
2016
Q3 		$824K Sell
15,729
-14,110
-47% -$715K 0.5% 67
2016
Q2 		$1.44M Sell
29,839
-2,479
-8% -$125K 0.91% 39
2016
Q1 		$1.61M Sell
32,318
-2,116
-6% -$99.5K 1% 22
2015
Q4 		$1.72M Sell
34,434
-8,659
-20% -$433K 1.05% 24
2015
Q3 		$2.06M Sell
43,093
-767
-2% -$38.3K 1.28% 19
2015
Q2 		$2.24M Buy
43,860
+9,921
+29% +$517K 1.25% 21
2015
Q1 		$1.68M Sell
33,939
-28,057
-45% -$1.36M 0.93% 36
2014
Q4 		$2.9M Buy
61,996
+11,892
+24% +$561K 1.84% 17
2014
Q3 		$2.43M Buy
50,104
+2,520
+5% +$129K 1.69% 19
2014
Q2 		$2.52M Buy
47,584
+6,313
+15% +$330K 1.73% 16
2014
Q1 		$2.15M Buy
41,271
+6,746
+20% +$346K 1.65% 19
2013
Q4 		$1.76M Sell
34,525
-301
-0.9% -$14.9K 1.43% 35
2013
Q3 		$1.69M Buy
34,826
+2,584
+8% +$119K 2.21% 23
2013
Q2 		$1.35M Buy
+32,242
New +$1.43M 1.24% 36

Other funds holding SCZ

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Camarda Financial Advisors's SCZ Position: Q1 2019 in Review

Camarda Financial Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2019, closing a stake of 2,095 shares — an estimated $109K sold.

Camarda Financial Advisors first reported a position in SCZ in Q2 2013 and held it in 23 quarters. The position peaked at $2.9M in Q4 2014. 525 funds tracked by Wall St. Rank hold SCZ as of Q1 2019.

  • Camarda Financial Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 2,095 iShares MSCI EAFE Small-Cap ETF shares in Q1 2019, an estimated $109K.
  • Camarda Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 23 quarters.
  • Camarda Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $2.9M in Q4 2014.
  • 525 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2019.

Based on Camarda Financial Advisors's 13F filing for Q1 2019, filed 25 Apr 2019.