Madden Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Madden Advisory 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
2015 Q4	–	Sell	-200	Closed	-$9K	–	247
2015 Q3	$9K	Hold	200	–	–	0.01%	231
2015 Q2	$10K	Buy	+200	New	+$10.4K	0.01%	225

Other funds holding SCZ

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Madden Advisory Services's SCZ Position: Q4 2015 in Review

Madden Advisory Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2015, closing a stake of 200 shares — an estimated $9K sold.

Madden Advisory Services first reported a position in SCZ in Q2 2015 and held it in 2 quarters. The position peaked at $10K in Q2 2015. 309 funds tracked by Wall St. Rank hold SCZ as of Q4 2015.

Madden Advisory Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2015 after selling out during the quarter.
Madden Advisory Services sold 200 iShares MSCI EAFE Small-Cap ETF shares in Q4 2015, an estimated $9K.
Madden Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and held it in 2 quarters.
Madden Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $10K in Q2 2015.
309 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2015.

Based on Madden Advisory Services's 13F filing for Q4 2015, filed 10 Feb 2016.