CW
SCZ icon

Cobiz Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-242
Closed -$10K – 309
2013
Q2 		$10K Buy
+242
New +$10.7K ﹤0.01% 272

Other funds holding SCZ

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cobiz Wealth's SCZ Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2013, closing a stake of 242 shares — an estimated $10K sold.

Cobiz Wealth first reported a position in SCZ in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 175 funds tracked by Wall St. Rank hold SCZ as of Q3 2013.

  • Cobiz Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 242 iShares MSCI EAFE Small-Cap ETF shares in Q3 2013, an estimated $10K.
  • Cobiz Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $10K in Q2 2013.
  • 175 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.