FHA
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Flagship Harbor Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Flagship Harbor Advisors’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
Q4 		– Sell
-273
Closed -$16K – 1548
2020
Q3 		$16K Hold
273
– – ﹤0.01% 1215
2020
Q2 		$14K Sell
273
-409
-60% -$20.6K ﹤0.01% 1252
2020
Q1 		$31K Sell
682
-170
-20% -$9.45K 0.01% 896
2019
Q4 		$53K Buy
852
+340
+66% +$20.4K 0.01% 799
2019
Q3 		$29K Sell
512
-14
-3% -$791 0.01% 958
2019
Q2 		$30K Hold
526
– – 0.01% 927
2019
Q1 		$30K Buy
526
+191
+57% +$10.7K 0.01% 908
2018
Q4 		$17K Sell
335
-44
-12% -$2.46K ﹤0.01% 1076
2018
Q3 		$24K Buy
379
+1
+0.3% +$62 ﹤0.01% 1059
2018
Q2 		$23K Buy
+378
New +$24.7K ﹤0.01% 1055

Other funds holding SCZ

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return