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Live Your Vision’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Live Your Vision’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
2019
Q1 		$583K Buy
9,848
+80
+0.8% +$4.48K 0.18% 50
2018
Q4 		$531K Buy
9,768
+160
+2% +$8.96K 0.18% 49
2018
Q3 		$598K Hold
9,608
– – 0.19% 44
2018
Q2 		$598K Hold
9,608
– – 0.2% 41
2018
Q1 		$641K Buy
9,608
+244
+3% +$16.1K 0.22% 41
2017
Q4 		$634K Hold
9,364
– – 0.21% 44
2017
Q3 		$581K Hold
9,364
– – 0.21% 45
2017
Q2 		$562K Sell
9,364
-424
-4% -$24.2K 0.21% 43
2017
Q1 		$530K Buy
9,788
+270
+3% +$14.2K 0.21% 47
2016
Q4 		$474K Buy
9,518
+461
+5% +$23.3K 0.2% 45
2016
Q3 		$475K Hold
9,057
– – 0.2% 42
2016
Q2 		$437K Sell
9,057
-2,652
-23% -$133K 0.2% 45
2016
Q1 		$583K Sell
11,709
-783
-6% -$36.8K 0.28% 43
2015
Q4 		$624K Buy
12,492
+11,223
+884% +$561K 0.3% 47
2015
Q3 		$61K Buy
+1,269
New +$63.3K 0.03% 105

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Live Your Vision's SCZ Position: Q1 2019 in Review

Live Your Vision increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.82% in Q1 2019, buying an estimated $4.48K and bringing the position to 9,848 shares worth $583K. The position accounts for 0.18% of the portfolio, ranked #50.

Live Your Vision first reported a position in SCZ in Q3 2015 and has held it in 15 quarters since. The position peaked at $641K in Q1 2018. 524 funds tracked by Wall St. Rank hold SCZ as of Q1 2019.

  • Live Your Vision held 9,848 shares of iShares MSCI EAFE Small-Cap ETF worth $583K as of Q1 2019.
  • Live Your Vision bought 80 iShares MSCI EAFE Small-Cap ETF shares in Q1 2019, an estimated $4.48K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.18% of Live Your Vision's portfolio in Q1 2019, its #50 holding.
  • Live Your Vision first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2015 and has held it in 15 quarters since.
  • Live Your Vision's iShares MSCI EAFE Small-Cap ETF position peaked at $641K in Q1 2018.
  • 524 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.