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

Executive 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
2019
Q3 		– Sell
-1,141
Closed -$65K – 664
2019
Q2 		$65K Buy
+1,141
New +$65.9K 0.01% 260
2019
Q1 		– Sell
-112
Closed -$6K – 922
2018
Q4 		$6K Buy
+112
New +$6.27K ﹤0.01% 648

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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

Executive Wealth Management's SCZ Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2019, closing a stake of 1,141 shares — an estimated $65K sold.

Executive Wealth Management first reported a position in SCZ in Q4 2018 and held it in 2 quarters. The position peaked at $65K in Q2 2019. 520 funds tracked by Wall St. Rank hold SCZ as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,141 iShares MSCI EAFE Small-Cap ETF shares in Q3 2019, an estimated $65K.
  • Executive Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $65K in Q2 2019.
  • 520 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.