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

IndexIQ 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
2019
Q3 		– Sell
-20
Closed -$1K – 573
2019
Q2 		$1K Sell
20
-727,471
-100% -$42M ﹤0.01% 557
2019
Q1 		$41.8M Sell
727,491
-315,050
-30% -$17.6M 1.22% 21
2018
Q4 		$54M Buy
1,042,541
+243,104
+30% +$13.6M 1.51% 11
2018
Q3 		$49.8M Sell
799,437
-77,012
-9% -$4.81M 1.61% 11
2018
Q2 		$55M Buy
876,449
+195,277
+29% +$12.8M 1.69% 10
2018
Q1 		$44.4M Sell
681,172
-160,270
-19% -$10.6M 1.43% 11
2017
Q4 		$54.3M Buy
841,442
+29,339
+4% +$1.85M 1.99% 9
2017
Q3 		$50.4M Buy
812,103
+195,077
+32% +$11.7M 2.17% 7
2017
Q2 		$35.7M Buy
617,026
+612,107
+12,444% +$34.9M 1.72% 17
2017
Q1 		$266K Sell
4,919
-167,503
-97% -$8.8M 0.01% 238
2016
Q4 		$8.59M Buy
172,422
+125,520
+268% +$6.33M 0.43% 35
2016
Q3 		$2.46M Buy
46,902
+34,258
+271% +$1.74M 0.12% 76
2016
Q2 		$610K Sell
12,644
-87,491
-87% -$4.39M 0.04% 162
2016
Q1 		$4.99M Buy
100,135
+65,573
+190% +$3.08M 0.33% 32
2015
Q4 		$1.73M Sell
34,562
-102,574
-75% -$5.13M 0.11% 71
2015
Q3 		$6.55M Sell
137,136
-325,576
-70% -$16.2M 0.42% 38
2015
Q2 		$23.6M Buy
462,712
+439,851
+1,924% +$22.9M 1.51% 13
2015
Q1 		$1.13M Buy
+22,861
New +$1.11M 0.07% 107

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IndexIQ Advisors's SCZ Position: Q3 2019 in Review

IndexIQ Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2019, closing a stake of 20 shares — an estimated $1K sold.

IndexIQ Advisors first reported a position in SCZ in Q1 2015 and held it in 18 quarters. The position peaked at $55M in Q2 2018. 520 funds tracked by Wall St. Rank hold SCZ as of Q3 2019.

  • IndexIQ Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • IndexIQ Advisors sold 20 iShares MSCI EAFE Small-Cap ETF shares in Q3 2019, an estimated $1K.
  • IndexIQ Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2015 and held it in 18 quarters.
  • IndexIQ Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $55M in Q2 2018.
  • 520 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2019.

Based on IndexIQ Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.