Isthmus Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Isthmus Partners’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
2018 Q1	–	Sell	-6	Closed	–	–	298
2017 Q4	$0	Buy	+6	New	+$378	﹤0.01%	320

Other funds holding SCZ

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Isthmus Partners's SCZ Position: Q1 2018 in Review

Isthmus Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2018, closing a stake of 6 shares.

Isthmus Partners first reported a position in SCZ in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 477 funds tracked by Wall St. Rank hold SCZ as of Q1 2018.

Isthmus Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2018 after selling out during the quarter.
Isthmus Partners sold 6 iShares MSCI EAFE Small-Cap ETF shares in Q1 2018.
Isthmus Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 1 quarter.
Isthmus Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $0 in Q4 2017.
477 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2018.

Based on Isthmus Partners's 13F filing for Q1 2018, filed 11 May 2018.