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

Cypress Wealth Advisors’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
2016
Q2 		– Sell
-6,165
Closed -$279K – 203
2016
Q1 		$279K Hold
6,165
– – 0.13% 139
2015
Q4 		$308K Hold
6,165
– – 0.16% 122
2015
Q3 		$295K Hold
6,165
– – 0.16% 126
2015
Q2 		$315K Buy
+6,165
New +$321K 0.18% 110

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cypress Wealth Advisors's SCZ Position: Q2 2016 in Review

Cypress Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2016, closing a stake of 6,165 shares — an estimated $279K sold.

Cypress Wealth Advisors first reported a position in SCZ in Q2 2015 and held it in 4 quarters. The position peaked at $315K in Q2 2015. 316 funds tracked by Wall St. Rank hold SCZ as of Q2 2016.

  • Cypress Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 6,165 iShares MSCI EAFE Small-Cap ETF shares in Q2 2016, an estimated $279K.
  • Cypress Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and held it in 4 quarters.
  • Cypress Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $315K in Q2 2015.
  • 316 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2016.

Based on Cypress Wealth Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.