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Huber Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Huber Financial Advisors’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
2020
Q1 		– Sell
-3,265
Closed -$203K – 124
2019
Q4 		$203K Buy
+3,265
New +$196K 0.07% 115
2019
Q3 		– Sell
-3,653
Closed -$210K – 125
2019
Q2 		$210K Buy
3,653
+37
+1% +$2.14K 0.09% 113
2019
Q1 		$208K Buy
+3,616
New +$203K 0.1% 113

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Huber Financial Advisors's SCZ Position: Q1 2020 in Review

Huber Financial Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 3,265 shares — an estimated $203K sold.

Huber Financial Advisors first reported a position in SCZ in Q1 2019 and held it in 3 quarters. The position peaked at $210K in Q2 2019. 515 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Huber Financial Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Huber Financial Advisors sold 3,265 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $203K.
  • Huber Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and held it in 3 quarters.
  • Huber Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $210K in Q2 2019.
  • 515 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.