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

Independence 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 Q3	$5.37M	Sell	90,989 -251	-0.3%	-$14.4K	1.15%	19
2020 Q2	$4.89M	Buy	91,240 +3,438	+4%	+$173K	1.12%	19
2020 Q1	$3.94M	Buy	87,802 +16,335	+23%	+$908K	1.09%	18
2019 Q4	$4.45M	Buy	71,467 +56,000	+362%	+$3.36M	1.07%	17
2019 Q3	$885K	Buy	15,467 +283	+2%	+$16K	0.22%	36
2019 Q2	$872K	Hold	15,184	–	–	0.22%	36
2019 Q1	$872K	Buy	15,184 +750	+5%	+$42K	0.25%	35
2018 Q4	$748K	Buy	14,434 +9,434	+189%	+$528K	0.25%	34
2018 Q3	$311K	Hold	5,000	–	–	0.09%	60
2018 Q2	$314K	Hold	5,000	–	–	0.1%	56
2018 Q1	$326K	Hold	5,000	–	–	0.11%	56
2017 Q4	$323K	Hold	5,000	–	–	0.11%	55
2017 Q3	$310K	Hold	5,000	–	–	0.12%	49
2017 Q2	$289K	Hold	5,000	–	–	0.11%	55
2017 Q1	$271K	Hold	5,000	–	–	0.11%	59
2016 Q4	$249K	Hold	5,000	–	–	0.11%	60
2016 Q3	$262K	Hold	5,000	–	–	0.12%	56
2016 Q2	$241K	Buy	+5,000	New	+$251K	0.13%	41

Other funds holding SCZ

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independence Advisors's SCZ Position: Q3 2020 in Review

Independence Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.28% in Q3 2020, selling an estimated $14.4K and leaving 90,989 shares worth $5.37M. The position accounts for 1.15% of the portfolio, ranked #19.

Independence Advisors first reported a position in SCZ in Q2 2016 and has held it in 18 quarters since. 506 funds tracked by Wall St. Rank hold SCZ as of Q3 2020.

Independence Advisors held 90,989 shares of iShares MSCI EAFE Small-Cap ETF worth $5.37M as of Q3 2020.
Independence Advisors sold 251 iShares MSCI EAFE Small-Cap ETF shares in Q3 2020, an estimated $14.4K.
iShares MSCI EAFE Small-Cap ETF made up 1.15% of Independence Advisors's portfolio in Q3 2020, its #19 holding.
Independence Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2016 and has held it in 18 quarters since.
506 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.