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

FutureAdvisor’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
2015
Q3 		$25.1M Buy
525,271
+75,168
+17% +$3.75M 4.07% 11
2015
Q2 		$23.1M Buy
450,103
+178,344
+66% +$9.3M 4.06% 10
2015
Q1 		$13.4M Buy
271,759
+110,492
+69% +$5.34M 3.17% 13
2014
Q4 		$7.52M Buy
+161,267
New +$7.61M 2.56% 15

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FutureAdvisor's SCZ Position: Q3 2015 in Review

FutureAdvisor increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 17% in Q3 2015, buying an estimated $3.75M and bringing the position to 525,271 shares worth $25.1M. The position accounts for 4.07% of the portfolio, ranked #11.

FutureAdvisor first reported a position in SCZ in Q4 2014 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold SCZ as of Q3 2015.

  • FutureAdvisor held 525,271 shares of iShares MSCI EAFE Small-Cap ETF worth $25.1M as of Q3 2015.
  • FutureAdvisor bought 75,168 iShares MSCI EAFE Small-Cap ETF shares in Q3 2015, an estimated $3.75M.
  • iShares MSCI EAFE Small-Cap ETF made up 4.07% of FutureAdvisor's portfolio in Q3 2015, its #11 holding.
  • FutureAdvisor first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.