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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q1 		– Sell
-103
Closed -$6K – 499
2016
Q4 		$6K Buy
103
+89
+636% +$4.49K ﹤0.01% 375
2016
Q3 		$0 Hold
14
– – ﹤0.01% 455
2016
Q2 		$0 Buy
+14
New +$703 ﹤0.01% 442

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $609B AUM 40.19% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's SCZ Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2017, closing a stake of 103 shares — an estimated $6K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SCZ in Q2 2016 and held it in 3 quarters. The position peaked at $6K in Q4 2016. 340 funds tracked by Wall St. Rank hold SCZ as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 103 iShares MSCI EAFE Small-Cap ETF shares in Q1 2017, an estimated $6K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares MSCI EAFE Small-Cap ETF position peaked at $6K in Q4 2016.
  • 340 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.