Mariner Independent Advisor Network’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Mariner Independent Advisor Network’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
2019 Q3	–	Sell	-27,793	Closed	-$1.6M	–	389
2019 Q2	$1.6M	Buy	27,793 +1,501	+6%	+$86.7K	0.12%	181
2019 Q1	$1.53M	Buy	26,292 +1,356	+5%	+$76K	0.13%	171
2018 Q4	$1.35M	Buy	24,936 +1,732	+7%	+$97K	0.12%	184
2018 Q3	$1.45M	Buy	+23,204	New	+$1.45M	0.18%	119
2018 Q2	–	Sell	-22,132	Closed	-$1.44M	–	284
2018 Q1	$1.44M	Buy	22,132 +1,603	+8%	+$106K	0.09%	179
2017 Q4	$1.36M	Buy	+20,529	New	+$1.29M	0.14%	155
2016 Q1	–	Sell	-12,289	Closed	-$613K	–	127
2015 Q4	$613K	Buy	+12,289	New	+$614K	0.41%	57

Other funds holding SCZ

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Independent Advisor Network's SCZ Position: Q3 2019 in Review

Mariner Independent Advisor Network sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2019, closing a stake of 27,793 shares — an estimated $1.6M sold.

Mariner Independent Advisor Network first reported a position in SCZ in Q4 2015 and held it in 7 quarters. The position peaked at $1.6M in Q2 2019. 520 funds tracked by Wall St. Rank hold SCZ as of Q3 2019.

Mariner Independent Advisor Network reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 27,793 iShares MSCI EAFE Small-Cap ETF shares in Q3 2019, an estimated $1.6M.
Mariner Independent Advisor Network first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and held it in 7 quarters.
Mariner Independent Advisor Network's iShares MSCI EAFE Small-Cap ETF position peaked at $1.6M in Q2 2019.
520 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2019, filed 4 Nov 2019.