GFS Private Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

GFS Private 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
2017 Q4	$3.03M	Buy	+47,038	New	+$2.96M	1.04%	21

Other funds holding SCZ

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GFS Private Wealth's SCZ Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2017: 47,038 shares worth $3.03M. The stake represents 1.04% of the portfolio and ranks #21 among its holdings.

460 funds tracked by Wall St. Rank hold SCZ as of Q4 2017.

GFS Private Wealth held 47,038 shares of iShares MSCI EAFE Small-Cap ETF worth $3.03M as of Q4 2017.
iShares MSCI EAFE Small-Cap ETF was a new GFS Private Wealth position in Q4 2017.
iShares MSCI EAFE Small-Cap ETF made up 1.04% of GFS Private Wealth's portfolio in Q4 2017, its #21 holding.
460 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.