Discretionary Management Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Discretionary Management Services’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 Q3	$1.07M	Buy	+20,500	New	+$1.04M	3.66%	8

Other funds holding SCZ

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Discretionary Management Services's SCZ Position: Q3 2016 in Review

Discretionary Management Services opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2016: 20,500 shares worth $1.07M. The stake represents 3.66% of the portfolio and ranks #8 among its holdings.

316 funds tracked by Wall St. Rank hold SCZ as of Q3 2016.

Discretionary Management Services held 20,500 shares of iShares MSCI EAFE Small-Cap ETF worth $1.07M as of Q3 2016.
iShares MSCI EAFE Small-Cap ETF was a new Discretionary Management Services position in Q3 2016.
iShares MSCI EAFE Small-Cap ETF made up 3.66% of Discretionary Management Services's portfolio in Q3 2016, its #8 holding.
316 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2016.

Based on Discretionary Management Services's 13F filing for Q3 2016, filed 7 Nov 2016.