LWI
SCZ icon

Long Wharf Investors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Long Wharf Investors’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
Q2 		$2.73M Sell
51,614
-690
-1% -$36.1K 2.15% 7
2014
Q1 		$2.73M Buy
52,304
+29,845
+133% +$1.53M 2.34% 5
2013
Q4 		$1.15M Buy
22,459
+5,870
+35% +$291K 1.04% 27
2013
Q3 		$805K Sell
16,589
-70
-0.4% -$3.21K 0.77% 36
2013
Q2 		$699K Buy
+16,659
New +$737K 0.69% 41

Other funds holding SCZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return