Maxim Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Maxim Capital 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
2020 Q2	$2.23M	Buy	39,516 +105	+0.3%	+$5.29K	2%	13
2020 Q1	$1.77M	Sell	39,411 -1,821	-4%	-$101K	1.83%	14
2019 Q4	$2.14M	Sell	41,232 -2,217	-5%	-$133K	2.21%	14
2019 Q3	$2.49M	Buy	43,449 +916	+2%	+$51.8K	2.24%	14
2019 Q2	$2.44M	Buy	42,533 +1,191	+3%	+$68.8K	2.28%	14
2019 Q1	$2.38M	Buy	41,342 +110	+0.3%	+$6.16K	2.21%	14
2018 Q4	$2.14M	Buy	+41,232	New	+$2.31M	2.21%	14

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

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

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

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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

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

Maxim Capital Management's SCZ Position: Q2 2020 in Review

Maxim Capital Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.27% in Q2 2020, buying an estimated $5.29K and bringing the position to 39,516 shares worth $2.23M. The position accounts for 2% of the portfolio, ranked #13.

Maxim Capital Management first reported a position in SCZ in Q4 2018 and has held it in 7 quarters since. The position peaked at $2.49M in Q3 2019. 501 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

Maxim Capital Management held 39,516 shares of iShares MSCI EAFE Small-Cap ETF worth $2.23M as of Q2 2020.
Maxim Capital Management bought 105 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $5.29K.
iShares MSCI EAFE Small-Cap ETF made up 2% of Maxim Capital Management's portfolio in Q2 2020, its #13 holding.
Maxim Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $2.49M in Q3 2019.
501 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.