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IMS Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

IMS Capital 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
2018
Q3 		– Sell
-5,053
Closed -$317K – 409
2018
Q2 		$317K Buy
+5,053
New +$331K 0.2% 102

Other funds holding SCZ

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TF
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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IMS Capital Management's SCZ Position: Q3 2018 in Review

IMS Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2018, closing a stake of 5,053 shares — an estimated $317K sold.

IMS Capital Management first reported a position in SCZ in Q2 2018 and held it in 1 quarter. The position peaked at $317K in Q2 2018. 502 funds tracked by Wall St. Rank hold SCZ as of Q3 2018.

  • IMS Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • IMS Capital Management sold 5,053 iShares MSCI EAFE Small-Cap ETF shares in Q3 2018, an estimated $317K.
  • IMS Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and held it in 1 quarter.
  • IMS Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $317K in Q2 2018.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2018.

Based on IMS Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.