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Enterprise Trust & Investment’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Enterprise Trust & Investment’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
-254
Closed -$15K – 192
2020
Q3 		$15K Hold
254
– – 0.01% 159
2020
Q2 		$14K Hold
254
– – 0.01% 152
2020
Q1 		$11K Hold
254
– – 0.01% 153
2019
Q4 		$16K Hold
254
– – 0.01% 150
2019
Q3 		$15K Hold
254
– – 0.01% 158
2019
Q2 		$15K Buy
+254
New +$14.7K 0.01% 139

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Enterprise Trust & Investment's SCZ Position: Q4 2020 in Review

Enterprise Trust & Investment sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2020, closing a stake of 254 shares — an estimated $15K sold.

Enterprise Trust & Investment first reported a position in SCZ in Q2 2019 and held it in 6 quarters. The position peaked at $16K in Q4 2019. 571 funds tracked by Wall St. Rank hold SCZ as of Q4 2020.

  • Enterprise Trust & Investment reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Enterprise Trust & Investment sold 254 iShares MSCI EAFE Small-Cap ETF shares in Q4 2020, an estimated $15K.
  • Enterprise Trust & Investment first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and held it in 6 quarters.
  • Enterprise Trust & Investment's iShares MSCI EAFE Small-Cap ETF position peaked at $16K in Q4 2019.
  • 571 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2020.

Based on Enterprise Trust & Investment's 13F filing for Q4 2020, filed 14 Jan 2021.