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First Personal Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

First Personal Financial 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
2020
Q1 		– Sell
-166
Closed -$10K – 480
2019
Q4 		$10K Buy
+166
New +$9.97K ﹤0.01% 281
2018
Q2 		– Sell
-44,080
Closed -$2.87M – 890
2018
Q1 		$2.87M Sell
44,080
-829
-2% -$54.7K 0.63% 59
2017
Q4 		$2.9M Hold
44,909
– – 0.56% 59
2017
Q3 		$2.78M Hold
44,909
– – 0.59% 60
2017
Q2 		$2.6M Buy
+44,909
New +$2.56M 0.57% 62

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Personal Financial Services's SCZ Position: Q1 2020 in Review

First Personal Financial Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 166 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in SCZ in Q2 2017 and held it in 5 quarters. The position peaked at $2.9M in Q4 2017. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • First Personal Financial Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 166 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $10K.
  • First Personal Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and held it in 5 quarters.
  • First Personal Financial Services's iShares MSCI EAFE Small-Cap ETF position peaked at $2.9M in Q4 2017.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.