Evercore Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Evercore Wealth 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
2020 Q1	–	Sell	-4,499	Closed	-$280K	–	405
2019 Q4	$280K	Hold	4,499	–	–	0.01%	348
2019 Q3	$257K	Sell	4,499 -326	-7%	-$18.4K	0.01%	357
2019 Q2	$277K	Buy	+4,825	New	+$279K	0.01%	352
2018 Q1	–	Sell	-352	Closed	-$23K	–	714
2017 Q4	$23K	Hold	352	–	–	﹤0.01%	710
2017 Q3	$22K	Hold	352	–	–	﹤0.01%	700
2017 Q2	$20K	Buy	+352	New	+$20.1K	﹤0.01%	723

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Evercore Wealth Management's SCZ Position: Q1 2020 in Review

Evercore Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 4,499 shares — an estimated $280K sold.

Evercore Wealth Management first reported a position in SCZ in Q2 2017 and held it in 6 quarters. The position peaked at $280K in Q4 2019. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

Evercore Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Evercore Wealth Management sold 4,499 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $280K.
Evercore Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and held it in 6 quarters.
Evercore Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $280K in Q4 2019.
514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.