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Laffer Tengler Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Laffer Tengler Investments’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
2021
Q2 		– Sell
-1,584
Closed -$114K – 387
2021
Q1 		$114K Buy
+1,584
New +$112K 0.04% 215

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laffer Tengler Investments's SCZ Position: Q2 2021 in Review

Laffer Tengler Investments sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2021, closing a stake of 1,584 shares — an estimated $114K sold.

Laffer Tengler Investments first reported a position in SCZ in Q1 2021 and held it in 1 quarter. The position peaked at $114K in Q1 2021. 630 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

  • Laffer Tengler Investments reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Laffer Tengler Investments sold 1,584 iShares MSCI EAFE Small-Cap ETF shares in Q2 2021, an estimated $114K.
  • Laffer Tengler Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and held it in 1 quarter.
  • Laffer Tengler Investments's iShares MSCI EAFE Small-Cap ETF position peaked at $114K in Q1 2021.
  • 630 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on Laffer Tengler Investments's 13F filing for Q2 2021, filed 16 Aug 2021.