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Emerson Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Emerson Investment Management’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
2014
Q4 		– Sell
-621
Closed -$30K – 183
2014
Q3 		$30K Buy
+621
New +$31.7K 0.01% 181

Other funds holding SCZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Emerson Investment Management's SCZ Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2014, closing a stake of 621 shares — an estimated $30K sold.

Emerson Investment Management first reported a position in SCZ in Q3 2014 and held it in 1 quarter. The position peaked at $30K in Q3 2014. 251 funds tracked by Wall St. Rank hold SCZ as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 621 iShares MSCI EAFE Small-Cap ETF shares in Q4 2014, an estimated $30K.
  • Emerson Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $30K in Q3 2014.
  • 251 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.