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Moneywise Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Moneywise Inc’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
Q1 		– Sell
-4,066
Closed -$233K – 45
2019
Q4 		$233K Sell
4,066
-239
-6% -$14.4K 0.18% 36
2019
Q3 		$246K Buy
4,305
+77
+2% +$4.35K 0.2% 35
2019
Q2 		$243K Buy
4,228
+810
+24% +$46.8K 0.19% 36
2019
Q1 		$223K Sell
3,418
-492
-13% -$27.6K 0.19% 34
2018
Q4 		$203K Sell
3,910
-205
-5% -$11.5K 0.19% 36
2018
Q3 		$256K Buy
4,115
+267
+7% +$16.7K 0.22% 34
2018
Q2 		$241K Buy
3,848
+175
+5% +$11.5K 0.21% 34
2018
Q1 		$239K Buy
3,673
+85
+2% +$5.61K 0.2% 34
2017
Q4 		$231K Buy
3,588
+141
+4% +$8.87K 0.17% 33
2017
Q3 		$214K Buy
+3,447
New +$206K 0.17% 36

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moneywise Inc's SCZ Position: Q1 2020 in Review

Moneywise Inc sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 4,066 shares — an estimated $233K sold.

Moneywise Inc first reported a position in SCZ in Q3 2017 and held it in 10 quarters. The position peaked at $256K in Q3 2018. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Moneywise Inc reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Moneywise Inc sold 4,066 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $233K.
  • Moneywise Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and held it in 10 quarters.
  • Moneywise Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $256K in Q3 2018.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Moneywise Inc's 13F filing for Q1 2020, filed 13 Apr 2020.