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Cambria Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Cambria Investment 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
2019
Q2 		– Sell
-3
Closed – – 286
2019
Q1 		$0 Buy
+3
New +$168 ﹤0.01% 304
2017
Q2 		– Sell
-5,475
Closed -$296K – 222
2017
Q1 		$296K Sell
5,475
-2,564
-32% -$135K 0.1% 162
2016
Q4 		$401K Sell
8,039
-4,019
-33% -$203K 0.17% 154
2016
Q3 		$632K Buy
12,058
+75
+0.6% +$3.8K 0.3% 137
2016
Q2 		$578K Hold
11,983
– – 0.27% 131
2016
Q1 		$597K Buy
+11,983
New +$563K 0.28% 126
2015
Q3 		– Sell
-15,135
Closed -$773K – 361
2015
Q2 		$773K Hold
15,135
– – 0.24% 135
2015
Q1 		$749 Buy
+15,135
New +$732K 0.08% 137

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
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

Cambria Investment Management's SCZ Position: Q2 2019 in Review

Cambria Investment Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2019, closing a stake of 3 shares.

Cambria Investment Management first reported a position in SCZ in Q1 2015 and held it in 8 quarters. The position peaked at $773K in Q2 2015. 521 funds tracked by Wall St. Rank hold SCZ as of Q2 2019.

  • Cambria Investment Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Cambria Investment Management sold 3 iShares MSCI EAFE Small-Cap ETF shares in Q2 2019.
  • Cambria Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2015 and held it in 8 quarters.
  • Cambria Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $773K in Q2 2015.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2019.

Based on Cambria Investment Management's 13F filing for Q2 2019, filed 12 Aug 2019.