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Holistic Financial Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Holistic Financial 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
Q4 		– Sell
-3,619
Closed -$225K – 79
2018
Q3 		$225K Buy
+3,619
New +$226K 0.21% 64
2018
Q2 		– Sell
-3,619
Closed -$236K – 300
2018
Q1 		$236K Sell
3,619
-176
-5% -$11.6K 0.2% 56
2017
Q4 		$245K Buy
+3,795
New +$239K 0.2% 58

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holistic Financial Partners's SCZ Position: Q4 2018 in Review

Holistic Financial Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2018, closing a stake of 3,619 shares — an estimated $225K sold.

Holistic Financial Partners first reported a position in SCZ in Q4 2017 and held it in 3 quarters. The position peaked at $245K in Q4 2017. 540 funds tracked by Wall St. Rank hold SCZ as of Q4 2018.

  • Holistic Financial Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 3,619 iShares MSCI EAFE Small-Cap ETF shares in Q4 2018, an estimated $225K.
  • Holistic Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 3 quarters.
  • Holistic Financial Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $245K in Q4 2017.
  • 540 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2018.

Based on Holistic Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.