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Lutz Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Lutz Financial Services’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
-71,728
Closed -$4.47M – 66
2019
Q4 		$4.47M Buy
71,728
+1,143
+2% +$68.7K 0.79% 27
2019
Q3 		$4.04M Sell
70,585
-1,370
-2% -$77.4K 0.77% 27
2019
Q2 		$4.13M Buy
71,955
+447
+0.6% +$25.8K 0.81% 26
2019
Q1 		$4.11M Sell
71,508
-7,121
-9% -$399K 0.84% 23
2018
Q4 		$4.08M Buy
+78,629
New +$4.4M 0.91% 27

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

Lutz Financial Services's SCZ Position: Q1 2020 in Review

Lutz Financial Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 71,728 shares — an estimated $4.47M sold.

Lutz Financial Services first reported a position in SCZ in Q4 2018 and held it in 5 quarters. The position peaked at $4.47M in Q4 2019. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Lutz Financial Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Lutz Financial Services sold 71,728 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $4.47M.
  • Lutz Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 5 quarters.
  • Lutz Financial Services's iShares MSCI EAFE Small-Cap ETF position peaked at $4.47M in Q4 2019.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Lutz Financial Services's 13F filing for Q1 2020, filed 27 Apr 2020.