Institute for Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Institute for Wealth 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
2020 Q1	–	Sell	-194	Closed	-$12K	–	630
2019 Q4	$12K	Buy	+194	New	+$11.7K	﹤0.01%	594
2018 Q4	–	Sell	-13,694	Closed	-$864K	–	332
2018 Q3	$864K	Sell	13,694 -764	-5%	-$47.7K	0.29%	115
2018 Q2	$904K	Sell	14,458 -816	-5%	-$53.4K	0.29%	121
2018 Q1	$1M	Sell	15,274 -17,533	-53%	-$1.16M	0.3%	124
2017 Q4	$2.12M	Buy	32,807 +14,503	+79%	+$913K	0.49%	50
2017 Q3	$1.14M	Sell	18,304 -1,695	-8%	-$101K	0.37%	90
2017 Q2	$1.16M	Buy	+19,999	New	+$1.14M	0.32%	91
2015 Q4	$2.36M	Sell	47,289 -2,128	-4%	-$106K	3.53%	8
2015 Q3	$2.36M	Sell	49,417 -9,332	-16%	-$465K	4.49%	8
2015 Q2	$3M	Buy	+58,749	New	+$3.06M	3.87%	8

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institute for Wealth Management's SCZ Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 194 shares — an estimated $12K sold.

Institute for Wealth Management first reported a position in SCZ in Q2 2015 and held it in 10 quarters. The position peaked at $3M in Q2 2015. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

Institute for Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 194 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $12K.
Institute for Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and held it in 10 quarters.
Institute for Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3M in Q2 2015.
514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.