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Mountain Capital Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Mountain Capital Investment Advisors’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
2018
Q3 		– Sell
-4,897
Closed -$307K – 51
2018
Q2 		$307K Buy
4,897
+822
+20% +$53.8K 0.3% 28
2018
Q1 		$266K Buy
+4,075
New +$269K 0.29% 25
2017
Q4 		– Sell
-2,308
Closed -$143K – 355
2017
Q3 		$143K Buy
2,308
+361
+19% +$21.6K 0.13% 43
2017
Q2 		$113K Buy
+1,947
New +$111K 0.11% 80

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mountain Capital Investment Advisors's SCZ Position: Q3 2018 in Review

Mountain Capital Investment Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2018, closing a stake of 4,897 shares — an estimated $307K sold.

Mountain Capital Investment Advisors first reported a position in SCZ in Q2 2017 and held it in 4 quarters. The position peaked at $307K in Q2 2018. 502 funds tracked by Wall St. Rank hold SCZ as of Q3 2018.

  • Mountain Capital Investment Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 4,897 iShares MSCI EAFE Small-Cap ETF shares in Q3 2018, an estimated $307K.
  • Mountain Capital Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and held it in 4 quarters.
  • Mountain Capital Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $307K in Q2 2018.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2018.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2018, filed 16 Oct 2018.