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FLC Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

FLC Capital 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
2019
Q2 		– Sell
-4,585
Closed -$263K – 130
2019
Q1 		$263K Sell
4,585
-44,530
-91% -$2.49M 0.12% 88
2018
Q4 		$2.54M Buy
+49,115
New +$2.75M 1.72% 15

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FLC Capital Advisors's SCZ Position: Q2 2019 in Review

FLC Capital Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2019, closing a stake of 4,585 shares — an estimated $263K sold.

FLC Capital Advisors first reported a position in SCZ in Q4 2018 and held it in 2 quarters. The position peaked at $2.54M in Q4 2018. 521 funds tracked by Wall St. Rank hold SCZ as of Q2 2019.

  • FLC Capital Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • FLC Capital Advisors sold 4,585 iShares MSCI EAFE Small-Cap ETF shares in Q2 2019, an estimated $263K.
  • FLC Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 2 quarters.
  • FLC Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $2.54M in Q4 2018.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2019.

Based on FLC Capital Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.