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Fusion Family Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-245
Closed -$13K – 228
2018
Q4 		$13K Hold
245
– – ﹤0.01% 174
2018
Q3 		$15K Sell
245
-131
-35% -$8.18K ﹤0.01% 180
2018
Q2 		$24K Sell
376
-142
-27% -$9.29K 0.01% 176
2018
Q1 		$34K Sell
518
-90
-15% -$5.94K 0.01% 137
2017
Q4 		$39K Sell
608
-246
-29% -$15.5K 0.01% 144
2017
Q3 		$53K Hold
854
– – 0.02% 85
2017
Q2 		$49K Hold
854
– – 0.02% 126
2017
Q1 		$46K Hold
854
– – 0.02% 123
2016
Q4 		$44K Buy
+854
New +$43.1K 0.03% 131

Other funds holding SCZ

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fusion Family Wealth's SCZ Position: Q1 2019 in Review

Fusion Family Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2019, closing a stake of 245 shares — an estimated $13K sold.

Fusion Family Wealth first reported a position in SCZ in Q4 2016 and held it in 9 quarters. The position peaked at $53K in Q3 2017. 524 funds tracked by Wall St. Rank hold SCZ as of Q1 2019.

  • Fusion Family Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 245 iShares MSCI EAFE Small-Cap ETF shares in Q1 2019, an estimated $13K.
  • Fusion Family Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and held it in 9 quarters.
  • Fusion Family Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $53K in Q3 2017.
  • 524 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.