FIG
SCZ icon

FundX Investment Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

FundX Investment Group’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
2016
Q3 		– Sell
-162,039
Closed -$7.82M – 53
2016
Q2 		$7.82M Buy
162,039
+45,350
+39% +$2.28M 1.95% 19
2016
Q1 		$5.81M Buy
+116,689
New +$5.49M 1.45% 16
2015
Q3 		– Sell
-13,900
Closed -$709K – 22
2015
Q2 		$709K Buy
+13,900
New +$725K 0.29% 15

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

FundX Investment Group's SCZ Position: Q3 2016 in Review

FundX Investment Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2016, closing a stake of 162,039 shares — an estimated $7.82M sold.

FundX Investment Group first reported a position in SCZ in Q2 2015 and held it in 3 quarters. The position peaked at $7.82M in Q2 2016. 315 funds tracked by Wall St. Rank hold SCZ as of Q3 2016.

  • FundX Investment Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2016 after selling out during the quarter.
  • FundX Investment Group sold 162,039 iShares MSCI EAFE Small-Cap ETF shares in Q3 2016, an estimated $7.82M.
  • FundX Investment Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and held it in 3 quarters.
  • FundX Investment Group's iShares MSCI EAFE Small-Cap ETF position peaked at $7.82M in Q2 2016.
  • 315 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2016.

Based on FundX Investment Group's 13F filing for Q3 2016, filed 7 Nov 2016.