Capital Advisory Group Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-53
Closed -$3K 416
2018
Q3
$3K Buy
+53
New +$3.31K ﹤0.01% 318

Other funds holding SCZ

Capital Advisory Group Advisory Services's SCZ Position: Q4 2018 in Review

Capital Advisory Group Advisory Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2018, closing a stake of 53 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in SCZ in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 540 funds tracked by Wall St. Rank hold SCZ as of Q4 2018.

  • Capital Advisory Group Advisory Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 53 iShares MSCI EAFE Small-Cap ETF shares in Q4 2018, an estimated $3K.
  • Capital Advisory Group Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $3K in Q3 2018.
  • 540 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2018, filed 28 May 2020.