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Leith Wheeler Investment Counsel’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Leith Wheeler Investment Counsel’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
2016
Q1 		– Sell
-7,000
Closed -$484K – 17
2015
Q4 		$484K Buy
+7,000
New +$350K 0.38% 3

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leith Wheeler Investment Counsel's SCZ Position: Q1 2016 in Review

Leith Wheeler Investment Counsel sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2016, closing a stake of 7,000 shares — an estimated $484K sold.

Leith Wheeler Investment Counsel first reported a position in SCZ in Q4 2015 and held it in 1 quarter. The position peaked at $484K in Q4 2015. 316 funds tracked by Wall St. Rank hold SCZ as of Q1 2016.

  • Leith Wheeler Investment Counsel reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 7,000 iShares MSCI EAFE Small-Cap ETF shares in Q1 2016, an estimated $484K.
  • Leith Wheeler Investment Counsel first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and held it in 1 quarter.
  • Leith Wheeler Investment Counsel's iShares MSCI EAFE Small-Cap ETF position peaked at $484K in Q4 2015.
  • 316 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2016.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2016, filed 7 Apr 2016.