EK
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Evensky & Katz’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Evensky & Katz’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
Q3 		– Sell
-11
Closed -$1K – 87
2020
Q2 		$1K Sell
11
-2,535
-100% -$128K ﹤0.01% 89
2020
Q1 		$114K Sell
2,546
-369
-13% -$20.5K 0.02% 70
2019
Q4 		$181K Sell
2,915
-3,508
-55% -$211K 0.03% 66
2019
Q3 		$368K Buy
6,423
+284
+5% +$16K 0.05% 68
2019
Q2 		$352K Sell
6,139
-42
-0.7% -$2.42K 0.05% 67
2019
Q1 		$355K Buy
+6,181
New +$346K 0.05% 65

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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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 22.96% 1-Year Est. Return

Evensky & Katz's SCZ Position: Q3 2020 in Review

Evensky & Katz sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2020, closing a stake of 11 shares — an estimated $1K sold.

Evensky & Katz first reported a position in SCZ in Q1 2019 and held it in 6 quarters. The position peaked at $368K in Q3 2019. 507 funds tracked by Wall St. Rank hold SCZ as of Q3 2020.

  • Evensky & Katz reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Evensky & Katz sold 11 iShares MSCI EAFE Small-Cap ETF shares in Q3 2020, an estimated $1K.
  • Evensky & Katz first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and held it in 6 quarters.
  • Evensky & Katz's iShares MSCI EAFE Small-Cap ETF position peaked at $368K in Q3 2019.
  • 507 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2020.

Based on Evensky & Katz's 13F filing for Q3 2020, filed 21 Oct 2020.