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Financial Advantage’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Financial Advantage’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
2014
Q1 		– Sell
-85
Closed -$4K – 186
2013
Q4 		$4K Buy
+85
New +$4.21K ﹤0.01% 195

Other funds holding SCZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Advantage's SCZ Position: Q1 2014 in Review

Financial Advantage sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2014, closing a stake of 85 shares — an estimated $4K sold.

Financial Advantage first reported a position in SCZ in Q4 2013 and held it in 1 quarter. The position peaked at $4K in Q4 2013. 213 funds tracked by Wall St. Rank hold SCZ as of Q1 2014.

  • Financial Advantage reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 85 iShares MSCI EAFE Small-Cap ETF shares in Q1 2014, an estimated $4K.
  • Financial Advantage first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and held it in 1 quarter.
  • Financial Advantage's iShares MSCI EAFE Small-Cap ETF position peaked at $4K in Q4 2013.
  • 213 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.