LWM
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Lyons Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Lyons Wealth Management’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 		– Sell
-5,000
Closed -$261K – 92
2014
Q1 		$261K Buy
+5,000
New +$256K 0.23% 53

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 $210B 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

Lyons Wealth Management's SCZ Position: Q2 2014 in Review

Lyons Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2014, closing a stake of 5,000 shares — an estimated $261K sold.

Lyons Wealth Management first reported a position in SCZ in Q1 2014 and held it in 1 quarter. The position peaked at $261K in Q1 2014. 223 funds tracked by Wall St. Rank hold SCZ as of Q2 2014.

  • Lyons Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 5,000 iShares MSCI EAFE Small-Cap ETF shares in Q2 2014, an estimated $261K.
  • Lyons Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2014 and held it in 1 quarter.
  • Lyons Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $261K in Q1 2014.
  • 223 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2014.

Based on Lyons Wealth Management's 13F filing for Q2 2014, filed 11 Aug 2014.