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Essex Savings Bank’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-118
Closed -$7K – 528
2019
Q2 		$7K Hold
118
– – ﹤0.01% 684
2019
Q1 		$7K Hold
118
– – ﹤0.01% 535
2018
Q4 		$6K Buy
+118
New +$6.61K ﹤0.01% 555

Other funds holding SCZ

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Jones Financial Companies
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essex Savings Bank's SCZ Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2019, closing a stake of 118 shares — an estimated $7K sold.

Essex Savings Bank first reported a position in SCZ in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2019. 521 funds tracked by Wall St. Rank hold SCZ as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 118 iShares MSCI EAFE Small-Cap ETF shares in Q3 2019, an estimated $7K.
  • Essex Savings Bank first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's iShares MSCI EAFE Small-Cap ETF position peaked at $7K in Q2 2019.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.