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Forward Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Forward Management’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
2018
Q1 		– Sell
-11
Closed -$1K – 221
2017
Q4 		$1K Hold
11
– – ﹤0.01% 216
2017
Q3 		$1K Buy
+11
New +$658 ﹤0.01% 207

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 $208B AUM 16.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forward Management's SCZ Position: Q1 2018 in Review

Forward Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2018, closing a stake of 11 shares — an estimated $1K sold.

Forward Management first reported a position in SCZ in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 477 funds tracked by Wall St. Rank hold SCZ as of Q1 2018.

  • Forward Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Forward Management sold 11 iShares MSCI EAFE Small-Cap ETF shares in Q1 2018, an estimated $1K.
  • Forward Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and held it in 2 quarters.
  • Forward Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1K in Q4 2017.
  • 477 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2018.

Based on Forward Management's 13F filing for Q1 2018, filed 30 Apr 2018.