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

Contravisory 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
Q1 		– Sell
-4,811
Closed -$249K – 340
2018
Q4 		$249K Sell
4,811
-317
-6% -$17.8K 0.11% 124
2018
Q3 		$319K Buy
5,128
+94
+2% +$5.87K 0.11% 106
2018
Q2 		$316K Sell
5,034
-60
-1% -$3.93K 0.12% 117
2018
Q1 		$332K Buy
5,094
+3,464
+213% +$229K 0.12% 104
2017
Q4 		$105K Buy
1,630
+927
+132% +$58.3K 0.04% 186
2017
Q3 		$44K Buy
+703
New +$42K 0.02% 206
2017
Q2 		– Sell
-456
Closed -$25K – 245
2017
Q1 		$25K Hold
456
– – 0.01% 194
2016
Q4 		$23K Hold
456
– – 0.01% 177
2016
Q3 		$24K Buy
456
+36
+9% +$1.82K 0.01% 116
2016
Q2 		$20K Buy
420
+98
+30% +$4.92K 0.01% 116
2016
Q1 		$16K Buy
+322
New +$15.1K ﹤0.01% 116

Other funds holding SCZ

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Contravisory Investment Management's SCZ Position: Q1 2019 in Review

Contravisory Investment Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2019, closing a stake of 4,811 shares — an estimated $249K sold.

Contravisory Investment Management first reported a position in SCZ in Q1 2016 and held it in 11 quarters. The position peaked at $332K in Q1 2018. 524 funds tracked by Wall St. Rank hold SCZ as of Q1 2019.

  • Contravisory Investment Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Contravisory Investment Management sold 4,811 iShares MSCI EAFE Small-Cap ETF shares in Q1 2019, an estimated $249K.
  • Contravisory Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2016 and held it in 11 quarters.
  • Contravisory Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $332K in Q1 2018.
  • 524 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2019.

Based on Contravisory Investment Management's 13F filing for Q1 2019, filed 8 Apr 2019.