Mariner Wealth Advisors (Cincinnati)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2017 Q3	–	Sell	-4,669	Closed	-$270K	–	280
2017 Q2	$270K	Hold	4,669	–	–	0.02%	224
2017 Q1	$253K	Buy	+4,669	New	+$245K	0.02%	225
2016 Q4	–	Sell	-5,669	Closed	-$297K	–	254
2016 Q3	$297K	Hold	5,669	–	–	0.03%	211
2016 Q2	$274K	Sell	5,669 -1,869	-25%	-$93.9K	0.02%	217
2016 Q1	$375K	Buy	7,538 +869	+13%	+$40.9K	0.04%	175
2015 Q4	$333K	Buy	+6,669	New	+$333K	0.03%	181

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SCZ Position: Q3 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2017, closing a stake of 4,669 shares — an estimated $270K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in SCZ in Q4 2015 and held it in 6 quarters. The position peaked at $375K in Q1 2016. 377 funds tracked by Wall St. Rank hold SCZ as of Q3 2017.

Mariner Wealth Advisors (Cincinnati) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2017 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 4,669 iShares MSCI EAFE Small-Cap ETF shares in Q3 2017, an estimated $270K.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and held it in 6 quarters.
Mariner Wealth Advisors (Cincinnati)'s iShares MSCI EAFE Small-Cap ETF position peaked at $375K in Q1 2016.
377 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2017, filed 13 Nov 2017.