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KMS Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

KMS Financial Services’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
2014
Q3 		$272K Buy
5,617
+244
+5% +$12.5K 0.04% 397
2014
Q2 		$284K Buy
5,373
+699
+15% +$36.5K 0.04% 400
2014
Q1 		$244K Buy
+4,674
New +$240K 0.04% 429

Other funds holding SCZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KMS Financial Services's SCZ Position: Q3 2014 in Review

KMS Financial Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.5% in Q3 2014, buying an estimated $12.5K and bringing the position to 5,617 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #397.

KMS Financial Services first reported a position in SCZ in Q1 2014 and has held it in 3 quarters since. The position peaked at $284K in Q2 2014. 215 funds tracked by Wall St. Rank hold SCZ as of Q3 2014.

  • KMS Financial Services held 5,617 shares of iShares MSCI EAFE Small-Cap ETF worth $272K as of Q3 2014.
  • KMS Financial Services bought 244 iShares MSCI EAFE Small-Cap ETF shares in Q3 2014, an estimated $12.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #397 holding.
  • KMS Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2014 and has held it in 3 quarters since.
  • KMS Financial Services's iShares MSCI EAFE Small-Cap ETF position peaked at $284K in Q2 2014.
  • 215 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.