Duncker Streett & Co’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Duncker Streett & Co’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 Q4	–	Sell	-100	Closed	-$6K	–	550
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	453
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	467
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	486
2019 Q4	$6K	Buy	+100	New	+$6.01K	﹤0.01%	502
2019 Q3	–	Sell	-100	Closed	-$6K	–	454
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	512
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	520
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	525
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	536
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	538
2018 Q1	$7K	Hold	100	–	–	﹤0.01%	535
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	541
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	547
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	553
2017 Q1	$5K	Buy	+100	New	+$5.25K	﹤0.01%	582

Other funds holding SCZ

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Duncker Streett & Co's SCZ Position: Q4 2020 in Review

Duncker Streett & Co sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2020, closing a stake of 100 shares — an estimated $6K sold.

Duncker Streett & Co first reported a position in SCZ in Q1 2017 and held it in 14 quarters. The position peaked at $7K in Q1 2018. 571 funds tracked by Wall St. Rank hold SCZ as of Q4 2020.

Duncker Streett & Co reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
Duncker Streett & Co sold 100 iShares MSCI EAFE Small-Cap ETF shares in Q4 2020, an estimated $6K.
Duncker Streett & Co first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and held it in 14 quarters.
Duncker Streett & Co's iShares MSCI EAFE Small-Cap ETF position peaked at $7K in Q1 2018.
571 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2020.

Based on Duncker Streett & Co's 13F filing for Q4 2020, filed 2 Feb 2021.