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

Frontier Wealth 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
2022 Q2	$239K	Sell	4,378 -251	-5%	-$15.2K	0.02%	335
2022 Q1	$297K	Buy	4,629 +30	+0.7%	+$2.04K	﹤0.01%	308
2021 Q4	$336K	Buy	4,599 +12	+0.3%	+$891	0.02%	309
2021 Q3	$341K	Buy	4,587 +235	+5%	+$17.9K	0.02%	310
2021 Q2	$323K	Buy	4,352 +6	+0.1%	+$450	0.02%	319
2021 Q1	$312K	Sell	4,346 -40	-0.9%	-$2.84K	0.02%	302
2020 Q4	$300K	Sell	4,386 -351	-7%	-$22.1K	0.02%	293
2020 Q3	$279K	Sell	4,737 -273	-5%	-$15.7K	0.03%	292
2020 Q2	$269K	Sell	5,010 -2,352	-32%	-$119K	0.02%	289
2020 Q1	$330K	Buy	7,362 +2,008	+38%	+$112K	0.05%	214
2019 Q4	$333K	Buy	5,354 +197	+4%	+$11.8K	0.05%	219
2019 Q3	$295K	Sell	5,157 -610	-11%	-$34.5K	0.04%	245
2019 Q2	$331K	Hold	5,767	–	–	0.05%	232
2019 Q1	$331K	Sell	5,767 -13,939	-71%	-$781K	0.04%	261
2018 Q4	$1.02M	Sell	19,706 -290	-1%	-$16.2K	0.15%	142
2018 Q3	$1.25M	Buy	19,996 +182	+0.9%	+$11.4K	0.12%	131
2018 Q2	$1.24M	Buy	19,814 +124	+0.6%	+$8.12K	0.18%	125
2018 Q1	$1.28M	Buy	19,690 +3,548	+22%	+$234K	0.18%	129
2017 Q4	$1.04M	Sell	16,142 -3,266	-17%	-$206K	0.17%	135
2017 Q3	$1.2M	Buy	19,408 +75	+0.4%	+$4.49K	0.17%	140
2017 Q2	$1.12M	Sell	19,333 -408	-2%	-$23.2K	0.17%	140
2017 Q1	$1.07M	Sell	19,741 -845	-4%	-$44.4K	0.16%	147
2016 Q4	$1.03M	Buy	20,586 +370	+2%	+$18.7K	0.17%	151
2016 Q3	$1.06M	Hold	20,216	–	–	0.16%	137
2016 Q2	$976K	Sell	20,216 -1,581	-7%	-$79.4K	0.16%	136
2016 Q1	$1.08M	Buy	21,797 +430	+2%	+$20.2K	0.09%	124
2015 Q4	$1.07M	Buy	21,367 +63	+0.3%	+$3.15K	0.17%	126
2015 Q3	$1.02M	Buy	21,304 +3,974	+23%	+$198K	0.16%	130
2015 Q2	$884K	Sell	17,330 -1,090	-6%	-$56.8K	0.14%	142
2015 Q1	$911K	Buy	18,420 +564	+3%	+$27.3K	0.15%	110
2014 Q4	$834K	Buy	+17,856	New	+$843K	0.16%	96

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Frontier Wealth Management's SCZ Position: Q2 2022 in Review

Frontier Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.4% in Q2 2022, selling an estimated $15.2K and leaving 4,378 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #335.

Frontier Wealth Management first reported a position in SCZ in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.28M in Q1 2018. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

Frontier Wealth Management held 4,378 shares of iShares MSCI EAFE Small-Cap ETF worth $239K as of Q2 2022.
Frontier Wealth Management sold 251 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $15.2K.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #335 holding.
Frontier Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.28M in Q1 2018.
667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.