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Madison Investment Holdings’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Madison Investment Holdings’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
2018
Q4 		– Sell
-3,298
Closed -$205K – 254
2018
Q3 		$205K Hold
3,298
– – ﹤0.01% 257
2018
Q2 		$207K Hold
3,298
– – ﹤0.01% 254
2018
Q1 		$215K Hold
3,298
– – ﹤0.01% 245
2017
Q4 		$213K Hold
3,298
– – ﹤0.01% 256
2017
Q3 		$204K Buy
+3,298
New +$197K ﹤0.01% 251

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Madison Investment Holdings's SCZ Position: Q4 2018 in Review

Madison Investment Holdings sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2018, closing a stake of 3,298 shares — an estimated $205K sold.

Madison Investment Holdings first reported a position in SCZ in Q3 2017 and held it in 5 quarters. The position peaked at $215K in Q1 2018. 540 funds tracked by Wall St. Rank hold SCZ as of Q4 2018.

  • Madison Investment Holdings reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Madison Investment Holdings sold 3,298 iShares MSCI EAFE Small-Cap ETF shares in Q4 2018, an estimated $205K.
  • Madison Investment Holdings first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and held it in 5 quarters.
  • Madison Investment Holdings's iShares MSCI EAFE Small-Cap ETF position peaked at $215K in Q1 2018.
  • 540 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.