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

Intercontinental 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
2019
Q4 		– Sell
-185
Closed -$11K – 407
2019
Q3 		$11K Hold
185
– – 0.01% 330
2019
Q2 		$11K Hold
185
– – 0.01% 317
2019
Q1 		$11K Hold
185
– – 0.01% 349
2018
Q4 		$10K Buy
+185
New +$10.4K 0.01% 360
2016
Q1 		– Sell
-4,535
Closed -$227K – 132
2015
Q4 		$227K Buy
+4,535
New +$227K 0.16% 113

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Intercontinental Wealth Advisors's SCZ Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2019, closing a stake of 185 shares — an estimated $11K sold.

Intercontinental Wealth Advisors first reported a position in SCZ in Q4 2015 and held it in 5 quarters. The position peaked at $227K in Q4 2015. 606 funds tracked by Wall St. Rank hold SCZ as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 185 iShares MSCI EAFE Small-Cap ETF shares in Q4 2019, an estimated $11K.
  • Intercontinental Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $227K in Q4 2015.
  • 606 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.