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D'Orazio & Associates’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

D'Orazio & Associates’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
2020
Q2 		– Sell
-35
Closed -$2K – 361
2020
Q1 		$2K Hold
35
– – ﹤0.01% 300
2019
Q4 		$2K Hold
35
– – ﹤0.01% 315
2019
Q3 		$2K Buy
+35
New +$1.98K ﹤0.01% 316
2019
Q1 		– Sell
-289
Closed -$15K – 360
2018
Q4 		$15K Buy
+289
New +$16.2K ﹤0.01% 203
2017
Q3 		– Sell
-40
Closed -$2K – 323
2017
Q2 		$2K Buy
+40
New +$2.28K ﹤0.01% 305

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 $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

D'Orazio & Associates's SCZ Position: Q2 2020 in Review

D'Orazio & Associates sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2020, closing a stake of 35 shares — an estimated $2K sold.

D'Orazio & Associates first reported a position in SCZ in Q2 2017 and held it in 5 quarters. The position peaked at $15K in Q4 2018. 502 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

  • D'Orazio & Associates reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • D'Orazio & Associates sold 35 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $2K.
  • D'Orazio & Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and held it in 5 quarters.
  • D'Orazio & Associates's iShares MSCI EAFE Small-Cap ETF position peaked at $15K in Q4 2018.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on D'Orazio & Associates's 13F filing for Q2 2020, filed 22 Jul 2020.