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Gupta Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Gupta Wealth 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
2016
Q1 		$2K Sell
31
-2,184
-99% -$103K ﹤0.01% 1078
2015
Q4 		$111K Buy
2,215
+1,340
+153% +$67K 0.03% 311
2015
Q3 		$42K Sell
875
-50
-5% -$2.49K 0.01% 485
2015
Q2 		$47K Hold
925
– – 0.01% 484
2015
Q1 		$46K Buy
+925
New +$44.7K 0.01% 420

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's SCZ Position: Q1 2016 in Review

Gupta Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 99% in Q1 2016, selling an estimated $103K and leaving 31 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Gupta Wealth Management first reported a position in SCZ in Q1 2015 and has held it in 5 quarters since. The position peaked at $111K in Q4 2015. 317 funds tracked by Wall St. Rank hold SCZ as of Q1 2016.

  • Gupta Wealth Management held 31 shares of iShares MSCI EAFE Small-Cap ETF worth $2K as of Q1 2016.
  • Gupta Wealth Management sold 2,184 iShares MSCI EAFE Small-Cap ETF shares in Q1 2016, an estimated $103K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1078 holding.
  • Gupta Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $111K in Q4 2015.
  • 317 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.