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Keystone Financial Group (Kentucky)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Keystone Financial Group (Kentucky)’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
Q4 		– Sell
-4,945
Closed -$309K – 189
2018
Q3 		$309K Sell
4,945
-1,294
-21% -$80.8K 0.13% 141
2018
Q2 		$387K Sell
6,239
-11,190
-64% -$732K 0.22% 104
2018
Q1 		$494K Sell
17,429
-18,053
-51% -$1.19M 0.27% 89
2017
Q4 		$2.27M Buy
+35,482
New +$2.23M 1.41% 18

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SCZ Position: Q4 2018 in Review

Keystone Financial Group (Kentucky) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2018, closing a stake of 4,945 shares — an estimated $309K sold.

Keystone Financial Group (Kentucky) first reported a position in SCZ in Q4 2017 and held it in 4 quarters. The position peaked at $2.27M in Q4 2017. 541 funds tracked by Wall St. Rank hold SCZ as of Q4 2018.

  • Keystone Financial Group (Kentucky) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 4,945 iShares MSCI EAFE Small-Cap ETF shares in Q4 2018, an estimated $309K.
  • Keystone Financial Group (Kentucky) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 4 quarters.
  • Keystone Financial Group (Kentucky)'s iShares MSCI EAFE Small-Cap ETF position peaked at $2.27M in Q4 2017.
  • 541 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2018.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2018, filed 11 Feb 2019.