LBD
SCZ icon

Landsberg Bennett & Dubbaneh’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Landsberg Bennett & Dubbaneh’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
2020
Q1 		– Sell
-42,197
Closed -$2.61M – 219
2019
Q4 		$2.61M Sell
42,197
-662
-2% -$39.8K 0.61% 55
2019
Q3 		$2.44M Sell
42,859
-40,564
-49% -$2.29M 0.66% 55
2019
Q2 		$4.82M Sell
83,423
-16,884
-17% -$975K 1.26% 16
2019
Q1 		$5.9M Buy
100,307
+40,878
+69% +$2.29M 1.39% 9
2018
Q4 		$3.08M Buy
+59,429
New +$3.33M 1.18% 17

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's SCZ Position: Q1 2020 in Review

Landsberg Bennett & Dubbaneh sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 42,197 shares — an estimated $2.61M sold.

Landsberg Bennett & Dubbaneh first reported a position in SCZ in Q4 2018 and held it in 5 quarters. The position peaked at $5.9M in Q1 2019. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Landsberg Bennett & Dubbaneh reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Landsberg Bennett & Dubbaneh sold 42,197 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $2.61M.
  • Landsberg Bennett & Dubbaneh first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 5 quarters.
  • Landsberg Bennett & Dubbaneh's iShares MSCI EAFE Small-Cap ETF position peaked at $5.9M in Q1 2019.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q1 2020, filed 21 Apr 2020.