Juncture Wealth Strategies’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Juncture Wealth Strategies’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	-4,942	Closed	-$284K	–	108
2019 Q2	$284K	Sell	4,942 -7,896	-62%	-$456K	0.23%	97
2019 Q1	$737K	Sell	12,838 -24,948	-66%	-$1.4M	0.57%	44
2018 Q4	$1.96M	Sell	37,786 -50,387	-57%	-$2.82M	1.32%	22
2018 Q3	$5.49M	Sell	88,173 -8,295	-9%	-$518K	2.87%	9
2018 Q2	$6.05M	Buy	96,468 +9,325	+11%	+$610K	3.24%	9
2018 Q1	$5.68M	Buy	87,143 +6,745	+8%	+$445K	3.17%	10
2017 Q4	$5.19M	Buy	80,398 +58,539	+268%	+$3.68M	2.91%	10
2017 Q3	$1.35M	Buy	+21,859	New	+$1.31M	0.76%	35

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Juncture Wealth Strategies's SCZ Position: Q3 2019 in Review

Juncture Wealth Strategies sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2019, closing a stake of 4,942 shares — an estimated $284K sold.

Juncture Wealth Strategies first reported a position in SCZ in Q3 2017 and held it in 8 quarters. The position peaked at $6.05M in Q2 2018. 521 funds tracked by Wall St. Rank hold SCZ as of Q3 2019.

Juncture Wealth Strategies reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
Juncture Wealth Strategies sold 4,942 iShares MSCI EAFE Small-Cap ETF shares in Q3 2019, an estimated $284K.
Juncture Wealth Strategies first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and held it in 8 quarters.
Juncture Wealth Strategies's iShares MSCI EAFE Small-Cap ETF position peaked at $6.05M in Q2 2018.
521 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2019.

Based on Juncture Wealth Strategies's 13F filing for Q3 2019, filed 10 Oct 2019.