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

Cornerstone Wealth 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
Q2 		– Sell
-815
Closed -$200K – 479
2019
Q1 		$200K Buy
+815
New +$45.6K 0.02% 486
2018
Q4 		– Sell
-124,416
Closed -$2.02M – 997
2018
Q3 		$2.02M Buy
124,416
+86,365
+227% +$5.39M 0.03% 487
2018
Q2 		$613K Buy
+38,051
New +$2.49M 0.01% 937
2017
Q2 		– Sell
-7,065
Closed -$380K – 407
2017
Q1 		$380K Sell
7,065
-1,113
-14% -$58.5K 0.09% 216
2016
Q4 		$410K Buy
8,178
+554
+7% +$27.9K 0.13% 155
2016
Q3 		$400K Buy
+7,624
New +$386K 0.15% 140
2016
Q1 		$297K Buy
+5,847
New +$275K 0.23% 74

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

Cornerstone Wealth Management's SCZ Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2019, closing a stake of 815 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in SCZ in Q1 2016 and held it in 7 quarters. The position peaked at $2.02M in Q3 2018. 521 funds tracked by Wall St. Rank hold SCZ as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 815 iShares MSCI EAFE Small-Cap ETF shares in Q2 2019, an estimated $200K.
  • Cornerstone Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2016 and held it in 7 quarters.
  • Cornerstone Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $2.02M in Q3 2018.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.