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

Clarfeld 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
2018 Q4	$4.48M	Buy	+86,500	New	+$4.84M	3.72%	7

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clarfeld Financial Advisors's SCZ Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2018: 86,500 shares worth $4.48M. The stake represents 3.72% of the portfolio and ranks #7 among its holdings.

541 funds tracked by Wall St. Rank hold SCZ as of Q4 2018.

Clarfeld Financial Advisors held 86,500 shares of iShares MSCI EAFE Small-Cap ETF worth $4.48M as of Q4 2018.
iShares MSCI EAFE Small-Cap ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares MSCI EAFE Small-Cap ETF made up 3.72% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #7 holding.
541 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.