Hefty Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-245	Closed	-$16K	–	272
2017 Q4	$16K	Sell	245 -17,782	-99%	-$1.12M	0.01%	174
2017 Q3	$1.12M	Buy	18,027 +903	+5%	+$54K	0.74%	43
2017 Q2	$990K	Buy	+17,124	New	+$976K	0.68%	46
2016 Q3	–	Sell	-7,040	Closed	-$339K	–	254
2016 Q2	$339K	Buy	+7,040	New	+$354K	0.28%	80

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Hefty Wealth Partners's SCZ Position: Q1 2018 in Review

Hefty Wealth Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2018, closing a stake of 245 shares — an estimated $16K sold.

Hefty Wealth Partners first reported a position in SCZ in Q2 2016 and held it in 4 quarters. The position peaked at $1.12M in Q3 2017. 477 funds tracked by Wall St. Rank hold SCZ as of Q1 2018.

Hefty Wealth Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 245 iShares MSCI EAFE Small-Cap ETF shares in Q1 2018, an estimated $16K.
Hefty Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2016 and held it in 4 quarters.
Hefty Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $1.12M in Q3 2017.
477 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.