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

Edge 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
2018 Q2	$2.15M	Buy	34,361 +1,811	+6%	+$119K	0.19%	114
2018 Q1	$2.12M	Buy	32,550 +32,400	+21,600%	+$2.14M	0.2%	113
2017 Q4	$9K	Buy	+150	New	+$9.44K	﹤0.01%	749
2017 Q2	–	Sell	-1,728	Closed	-$93K	–	1005
2017 Q1	$93K	Buy	+1,728	New	+$90.8K	0.01%	416

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Edge Advisors's SCZ Position: Q2 2018 in Review

Edge Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.6% in Q2 2018, buying an estimated $119K and bringing the position to 34,361 shares worth $2.15M. The position accounts for 0.19% of the portfolio, ranked #114.

Edge Advisors first reported a position in SCZ in Q1 2017 and has held it in 4 quarters since. 493 funds tracked by Wall St. Rank hold SCZ as of Q2 2018.

Edge Advisors held 34,361 shares of iShares MSCI EAFE Small-Cap ETF worth $2.15M as of Q2 2018.
Edge Advisors bought 1,811 iShares MSCI EAFE Small-Cap ETF shares in Q2 2018, an estimated $119K.
iShares MSCI EAFE Small-Cap ETF made up 0.19% of Edge Advisors's portfolio in Q2 2018, its #114 holding.
Edge Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and has held it in 4 quarters since.
493 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.