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

Independence Wealth 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 		– Sell
-4,653
Closed -$249K – 19
2020
Q2 		$249K Sell
4,653
-16,537
-78% -$833K 0.6% 18
2020
Q1 		$950K Sell
21,190
-5,194
-20% -$289K 1.14% 16
2019
Q4 		$1.64M Buy
26,384
+2,441
+10% +$147K 1.6% 15
2019
Q3 		$1.37M Sell
23,943
-9,357
-28% -$529K 1.45% 16
2019
Q2 		$1.91M Buy
33,300
+6,375
+24% +$368K 1.88% 15
2019
Q1 		$1.55M Sell
26,925
-24,931
-48% -$1.4M 1.67% 16
2018
Q4 		$2.69M Sell
51,856
-20,181
-28% -$1.13M 3.23% 14
2018
Q3 		$4.49M Buy
72,037
+603
+0.8% +$37.7K 4.54% 12
2018
Q2 		$4.48M Buy
71,434
+5,777
+9% +$378K 4.66% 12
2018
Q1 		$4.28M Buy
65,657
+9,897
+18% +$653K 3.96% 13
2017
Q4 		$3.6M Buy
+55,760
New +$3.51M 3.29% 13

Other funds holding SCZ

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

Independence Wealth Advisors's SCZ Position: Q3 2020 in Review

Independence Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2020, closing a stake of 4,653 shares — an estimated $249K sold.

Independence Wealth Advisors first reported a position in SCZ in Q4 2017 and held it in 11 quarters. The position peaked at $4.49M in Q3 2018. 506 funds tracked by Wall St. Rank hold SCZ as of Q3 2020.

  • Independence Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Independence Wealth Advisors sold 4,653 iShares MSCI EAFE Small-Cap ETF shares in Q3 2020, an estimated $249K.
  • Independence Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 11 quarters.
  • Independence Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $4.49M in Q3 2018.
  • 506 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2020.

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