Independent Portfolio Consultants’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$399K	Sell	6,905 -760	-10%	-$43.3K	0.17%	197
2017 Q1	$415K	Sell	7,665 -2,545	-25%	-$134K	0.14%	232
2016 Q4	$509K	Sell	10,210 -620	-6%	-$31.3K	0.17%	212
2016 Q3	$568K	Sell	10,830 -1,000	-8%	-$50.7K	0.18%	208
2016 Q2	$571K	Sell	11,830 -770	-6%	-$38.7K	0.18%	197
2016 Q1	$627K	Sell	12,600 -1,410	-10%	-$66.3K	0.18%	173
2015 Q4	$700K	Buy	14,010 +4,600	+49%	+$230K	0.21%	147
2015 Q3	$450K	Buy	+9,410	New	+$469K	0.1%	261
2014 Q4	–	Sell	-3,265	Closed	-$158K	–	867
2014 Q3	$158K	Buy	3,265 +195	+6%	+$9.96K	0.04%	497
2014 Q2	$162K	Buy	+3,070	New	+$160K	0.05%	471

Other funds holding SCZ

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Independent Portfolio Consultants's SCZ Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 9.9% in Q2 2017, selling an estimated $43.3K and leaving 6,905 shares worth $399K. The position accounts for 0.17% of the portfolio, ranked #197.

Independent Portfolio Consultants first reported a position in SCZ in Q2 2014 and has held it in 10 quarters since. The position peaked at $700K in Q4 2015. 361 funds tracked by Wall St. Rank hold SCZ as of Q2 2017.

Independent Portfolio Consultants held 6,905 shares of iShares MSCI EAFE Small-Cap ETF worth $399K as of Q2 2017.
Independent Portfolio Consultants sold 760 iShares MSCI EAFE Small-Cap ETF shares in Q2 2017, an estimated $43.3K.
iShares MSCI EAFE Small-Cap ETF made up 0.17% of Independent Portfolio Consultants's portfolio in Q2 2017, its #197 holding.
Independent Portfolio Consultants first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2014 and has held it in 10 quarters since.
Independent Portfolio Consultants's iShares MSCI EAFE Small-Cap ETF position peaked at $700K in Q4 2015.
361 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.