FBL Investment Management Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

FBL Investment Management Services’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 Q4	$198K	Hold	3,175	–	–	0.49%	14
2019 Q3	$182K	Hold	3,175	–	–	0.48%	14
2019 Q2	$182K	Buy	+3,175	New	+$183K	0.44%	19
2019 Q1	–	Sell	-3,175	Closed	-$164K	–	47
2018 Q4	$164K	Buy	+3,175	New	+$178K	0.42%	21
2018 Q2	–	Sell	-3,175	Closed	-$207K	–	22
2018 Q1	$207K	Hold	3,175	–	–	0.49%	22
2017 Q4	$205K	Buy	+3,175	New	+$200K	0.48%	22
2013 Q4	–	Sell	-15,834	Closed	-$664K	–	67
2013 Q3	$664K	Hold	15,834	–	–	0.1%	68
2013 Q2	$664K	Buy	+15,834	New	+$701K	0.24%	61

Other funds holding SCZ

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

MMI

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

FBL Investment Management Services's SCZ Position: Q4 2019 in Review

FBL Investment Management Services held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q4 2019 at 3,175 shares worth $198K. The position accounts for 0.49% of the portfolio, ranked #14.

FBL Investment Management Services first reported a position in SCZ in Q2 2013 and has held it in 8 quarters since. The position peaked at $664K in Q3 2013. 607 funds tracked by Wall St. Rank hold SCZ as of Q4 2019.

FBL Investment Management Services held 3,175 shares of iShares MSCI EAFE Small-Cap ETF worth $198K as of Q4 2019.
FBL Investment Management Services left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q4 2019.
iShares MSCI EAFE Small-Cap ETF made up 0.49% of FBL Investment Management Services's portfolio in Q4 2019, its #14 holding.
FBL Investment Management Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 8 quarters since.
FBL Investment Management Services's iShares MSCI EAFE Small-Cap ETF position peaked at $664K in Q3 2013.
607 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2019.

Based on FBL Investment Management Services's 13F filing for Q4 2019, filed 4 Feb 2020.