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Coastline Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Coastline Trust’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
2020
Q1 		– Sell
-34,974
Closed -$2.18M – 320
2019
Q4 		$2.18M Hold
34,974
– – 0.3% 128
2019
Q3 		$2M Hold
34,974
– – 0.29% 130
2019
Q2 		$2.01M Buy
34,974
+8,000
+30% +$462K 0.29% 125
2019
Q1 		$1.55M Hold
26,974
– – 0.23% 155
2018
Q4 		$1.4M Hold
26,974
– – 0.24% 145
2018
Q3 		$1.68M Buy
26,974
+2,374
+10% +$148K 0.24% 140
2018
Q2 		$1.54M Hold
24,600
– – 0.23% 143
2018
Q1 		$1.6M Hold
24,600
– – 0.25% 139
2017
Q4 		$1.59M Buy
+24,600
New +$1.55M 0.24% 142

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coastline Trust's SCZ Position: Q1 2020 in Review

Coastline Trust sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 34,974 shares — an estimated $2.18M sold.

Coastline Trust first reported a position in SCZ in Q4 2017 and held it in 9 quarters. The position peaked at $2.18M in Q4 2019. 513 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Coastline Trust reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Coastline Trust sold 34,974 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $2.18M.
  • Coastline Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 9 quarters.
  • Coastline Trust's iShares MSCI EAFE Small-Cap ETF position peaked at $2.18M in Q4 2019.
  • 513 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Coastline Trust's 13F filing for Q1 2020, filed 10 Jun 2020.