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

JOYN 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
Q1 		– Sell
-619
Closed -$32K – 1162
2018
Q4 		$32K Sell
619
-3,538
-85% -$198K 0.01% 493
2018
Q3 		$259K Sell
4,157
-244
-6% -$15.2K 0.05% 121
2018
Q2 		$276K Sell
4,401
-14,665
-77% -$960K 0.06% 106
2018
Q1 		$1.24M Sell
19,066
-3,460
-15% -$228K 0.27% 22
2017
Q4 		$1.45M Sell
22,526
-46
-0.2% -$2.9K 0.31% 26
2017
Q3 		$1.4M Sell
22,572
-1,441
-6% -$86.2K 0.39% 16
2017
Q2 		$1.39M Sell
24,013
-588
-2% -$33.5K 0.41% 16
2017
Q1 		$1.33M Buy
24,601
+8,392
+52% +$441K 0.43% 16
2016
Q4 		$808K Buy
16,209
+448
+3% +$22.6K 0.28% 20
2016
Q3 		$826K Sell
15,761
-225
-1% -$11.4K 0.29% 17
2016
Q2 		$771K Buy
15,986
+190
+1% +$9.54K 0.29% 20
2016
Q1 		$787K Buy
15,796
+6,503
+70% +$306K 0.31% 16
2015
Q4 		$464K Sell
9,293
-5,087
-35% -$254K 0.18% 20
2015
Q3 		$687K Buy
14,380
+6,405
+80% +$319K 0.27% 17
2015
Q2 		$407K Sell
7,975
-5,490
-41% -$286K 0.17% 18
2015
Q1 		$666K Sell
13,465
-94,307
-88% -$4.56M 0.27% 17
2014
Q4 		$5.03M Buy
107,772
+62,260
+137% +$2.94M 2.06% 8
2014
Q3 		$2.21M Sell
45,512
-386,934
-89% -$19.8M 0.93% 9
2014
Q2 		$22.9M Buy
432,446
+13,554
+3% +$708K 10.2% 4
2014
Q1 		$21.9M Buy
418,892
+408,941
+4,110% +$21M 9.96% 4
2013
Q4 		$507K Buy
+9,951
New +$493K 0.27% 13

Other funds holding SCZ

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JOYN Advisors's SCZ Position: Q1 2019 in Review

JOYN Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2019, closing a stake of 619 shares — an estimated $32K sold.

JOYN Advisors first reported a position in SCZ in Q4 2013 and held it in 21 quarters. The position peaked at $22.9M in Q2 2014. 524 funds tracked by Wall St. Rank hold SCZ as of Q1 2019.

  • JOYN Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 619 iShares MSCI EAFE Small-Cap ETF shares in Q1 2019, an estimated $32K.
  • JOYN Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and held it in 21 quarters.
  • JOYN Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $22.9M in Q2 2014.
  • 524 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.