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MKD Wealth Coaches’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

MKD Wealth Coaches’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
-759
Closed -$44K – 171
2019
Q2 		$44K Buy
759
+22
+3% +$1.27K 0.04% 94
2019
Q1 		$42K Buy
737
+10
+1% +$560 0.04% 90
2018
Q4 		$38K Buy
+727
New +$40.7K 0.05% 91

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MKD Wealth Coaches's SCZ Position: Q3 2019 in Review

MKD Wealth Coaches sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2019, closing a stake of 759 shares — an estimated $44K sold.

MKD Wealth Coaches first reported a position in SCZ in Q4 2018 and held it in 3 quarters. The position peaked at $44K in Q2 2019. 520 funds tracked by Wall St. Rank hold SCZ as of Q3 2019.

  • MKD Wealth Coaches reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 759 iShares MSCI EAFE Small-Cap ETF shares in Q3 2019, an estimated $44K.
  • MKD Wealth Coaches first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's iShares MSCI EAFE Small-Cap ETF position peaked at $44K in Q2 2019.
  • 520 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.