Financial Partners Group (Kansas)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Financial Partners Group (Kansas)’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	-55,626	Closed	-$3.19M	–	88
2019 Q2	$3.19M	Sell	55,626 -3,095	-5%	-$179K	1.5%	18
2019 Q1	$3.37M	Buy	58,721 +8,139	+16%	+$456K	1.82%	19
2018 Q4	$2.62M	Buy	50,582 +4,456	+10%	+$250K	1.71%	19
2018 Q3	$2.87M	Sell	46,126 -6,113	-12%	-$382K	1.87%	18
2018 Q2	$3.28M	Buy	52,239 +1,225	+2%	+$80.2K	2.4%	14
2018 Q1	$3.33M	Sell	51,014 -35,571	-41%	-$2.35M	2.61%	14
2017 Q4	$5.58M	Buy	+86,585	New	+$5.45M	4.4%	8

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

Financial Partners Group (Kansas)'s SCZ Position: Q3 2019 in Review

Financial Partners Group (Kansas) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2019, closing a stake of 55,626 shares — an estimated $3.19M sold.

Financial Partners Group (Kansas) first reported a position in SCZ in Q4 2017 and held it in 7 quarters. The position peaked at $5.58M in Q4 2017. 521 funds tracked by Wall St. Rank hold SCZ as of Q3 2019.

Financial Partners Group (Kansas) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
Financial Partners Group (Kansas) sold 55,626 iShares MSCI EAFE Small-Cap ETF shares in Q3 2019, an estimated $3.19M.
Financial Partners Group (Kansas) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 7 quarters.
Financial Partners Group (Kansas)'s iShares MSCI EAFE Small-Cap ETF position peaked at $5.58M in Q4 2017.
521 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2019.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2019, filed 12 Nov 2019.