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Cornerstone Financial Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Cornerstone Financial Partners’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
2017
Q4 		$719K Sell
11,150
-163
-1% -$10.3K 0.24% 76
2017
Q3 		$701K Buy
11,313
+2,123
+23% +$127K 0.27% 62
2017
Q2 		$534K Buy
9,190
+819
+10% +$46.7K 0.21% 76
2017
Q1 		$452K Buy
8,371
+457
+6% +$24K 0.15% 102
2016
Q4 		$393K Sell
7,914
-226
-3% -$11.4K 0.13% 115
2016
Q3 		$426K Buy
+8,140
New +$413K 0.15% 103

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cornerstone Financial Partners's SCZ Position: Q4 2017 in Review

Cornerstone Financial Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.4% in Q4 2017, selling an estimated $10.3K and leaving 11,150 shares worth $719K. The position accounts for 0.24% of the portfolio, ranked #76.

Cornerstone Financial Partners first reported a position in SCZ in Q3 2016 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold SCZ as of Q4 2017.

  • Cornerstone Financial Partners held 11,150 shares of iShares MSCI EAFE Small-Cap ETF worth $719K as of Q4 2017.
  • Cornerstone Financial Partners sold 163 iShares MSCI EAFE Small-Cap ETF shares in Q4 2017, an estimated $10.3K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.24% of Cornerstone Financial Partners's portfolio in Q4 2017, its #76 holding.
  • Cornerstone Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2016 and has held it in 6 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.