GS
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Girard Securities’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Girard Securities’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
Q2 		– Sell
-3,724
Closed -$202K – 173
2017
Q1 		$202K Sell
3,724
-491
-12% -$25.8K 0.17% 152
2016
Q4 		$210K Buy
4,215
+293
+7% +$14.8K 0.18% 150
2016
Q3 		$206K Sell
3,922
-855
-18% -$43.3K 0.21% 140
2016
Q2 		$232K Buy
+4,777
New +$240K 0.21% 127

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Girard Securities's SCZ Position: Q2 2017 in Review

Girard Securities sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2017, closing a stake of 3,724 shares — an estimated $202K sold.

Girard Securities first reported a position in SCZ in Q2 2016 and held it in 4 quarters. The position peaked at $232K in Q2 2016. 360 funds tracked by Wall St. Rank hold SCZ as of Q2 2017.

  • Girard Securities reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Girard Securities sold 3,724 iShares MSCI EAFE Small-Cap ETF shares in Q2 2017, an estimated $202K.
  • Girard Securities first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2016 and held it in 4 quarters.
  • Girard Securities's iShares MSCI EAFE Small-Cap ETF position peaked at $232K in Q2 2016.
  • 360 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2017.

Based on Girard Securities's 13F filing for Q2 2017, filed 14 Aug 2017.