LPT
SCZ icon

Legacy Private Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Legacy Private Trust’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 		– Sell
-34,390
Closed -$1.82M – 267
2014
Q2 		$1.82M Sell
34,390
-98,347
-74% -$5.14M 0.28% 100
2014
Q1 		$6.93M Sell
132,737
-46,378
-26% -$2.38M 1.21% 16
2013
Q4 		$9.13M Buy
179,115
+24,827
+16% +$1.23M 1.67% 10
2013
Q3 		$7.49M Buy
154,288
+127,888
+484% +$5.87M 1.58% 12
2013
Q2 		$1.11M Buy
+26,400
New +$1.17M 0.26% 85

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 $209B 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