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Evergreen Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Evergreen Advisors’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
-4,759
Closed -$296K – 20
2019
Q4 		$296K Buy
4,759
+95
+2% +$5.71K 0.17% 14
2019
Q3 		$267K Hold
4,664
– – 0.16% 16
2019
Q2 		$268K Buy
4,664
+75
+2% +$4.33K 0.17% 15
2019
Q1 		$264K Sell
4,589
-175
-4% -$9.8K 0.22% 13
2018
Q4 		$247K Buy
+4,764
New +$267K 0.25% 13

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Advisors's SCZ Position: Q1 2020 in Review

Evergreen Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 4,759 shares — an estimated $296K sold.

Evergreen Advisors first reported a position in SCZ in Q4 2018 and held it in 5 quarters. The position peaked at $296K in Q4 2019. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Evergreen Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Evergreen Advisors sold 4,759 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $296K.
  • Evergreen Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 5 quarters.
  • Evergreen Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $296K in Q4 2019.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Evergreen Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.