Financial Architects (New Jersey)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-361	Closed	-$16K	–	903
2020 Q1	$16K	Hold	361	–	–	﹤0.01%	550
2019 Q4	$22K	Sell	361 -193	-35%	-$11.6K	﹤0.01%	563
2019 Q3	$32K	Sell	554 -53	-9%	-$3K	0.01%	512
2019 Q2	$35K	Buy	+607	New	+$35K	0.01%	585
2018 Q1	–	Sell	-300	Closed	-$19K	–	1568
2017 Q4	$19K	Hold	300	–	–	﹤0.01%	974
2017 Q3	$19K	Hold	300	–	–	﹤0.01%	969
2017 Q2	$17K	Hold	300	–	–	﹤0.01%	1007
2017 Q1	$16K	Hold	300	–	–	﹤0.01%	1002
2016 Q4	$15K	Hold	300	–	–	﹤0.01%	914
2016 Q3	$16K	Hold	300	–	–	﹤0.01%	900
2016 Q2	$14K	Hold	300	–	–	﹤0.01%	886
2016 Q1	$15K	Buy	+300	New	+$14.1K	0.01%	648
2015 Q3	–	Sell	-500	Closed	-$26K	–	777
2015 Q2	$26K	Hold	500	–	–	0.01%	581
2015 Q1	$25K	Hold	500	–	–	0.01%	535
2014 Q4	$23K	Hold	500	–	–	0.01%	498
2014 Q3	$24K	Hold	500	–	–	0.01%	445
2014 Q2	$26K	Buy	+500	New	+$26.1K	0.01%	446
2013 Q4	–	Sell	-107	Closed	-$5K	–	488
2013 Q3	$5K	Buy	+107	New	+$4.91K	﹤0.01%	576

Other funds holding SCZ

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MMI

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Architects (New Jersey)'s SCZ Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2020, closing a stake of 361 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in SCZ in Q3 2013 and held it in 18 quarters. The position peaked at $35K in Q2 2019. 502 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

Financial Architects (New Jersey) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 361 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $16K.
Financial Architects (New Jersey) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2013 and held it in 18 quarters.
Financial Architects (New Jersey)'s iShares MSCI EAFE Small-Cap ETF position peaked at $35K in Q2 2019.
502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.