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MYCIO Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

MYCIO Wealth Partners’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
-2,738
Closed -$170K – 328
2019
Q4 		$170K Buy
2,738
+40
+1% +$2.4K 0.01% 330
2019
Q3 		$154K Sell
2,698
-13
-0.5% -$735 0.01% 308
2019
Q2 		$156K Buy
+2,711
New +$157K 0.01% 299
2016
Q4 		– Sell
-1,900
Closed -$100K – 574
2016
Q3 		$100K Hold
1,900
– – 0.02% 261
2016
Q2 		$92K Buy
1,900
+26
+1% +$1.31K 0.02% 273
2016
Q1 		$93K Sell
1,874
-1,435
-43% -$67.5K 0.02% 249
2015
Q4 		$165K Buy
3,309
+1,428
+76% +$71.4K 0.03% 167
2015
Q3 		$90K Buy
1,881
+22
+1% +$1.1K 0.02% 225
2015
Q2 		$95K Buy
1,859
+114
+7% +$5.94K 0.02% 224
2015
Q1 		$86K Hold
1,745
– – 0.02% 225
2014
Q4 		$82K Buy
1,745
+23
+1% +$1.08K 0.02% 217
2014
Q3 		$84K Buy
1,722
+19
+1% +$971 0.02% 200
2014
Q2 		$90K Sell
1,703
-38
-2% -$1.99K 0.02% 205
2014
Q1 		$91K Hold
1,741
– – 0.02% 194
2013
Q4 		$89K Buy
1,741
+22
+1% +$1.09K 0.02% 188
2013
Q3 		$83K Buy
1,719
+22
+1% +$1.01K 0.02% 186
2013
Q2 		$71K Buy
+1,697
New +$75.1K 0.02% 197

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

MYCIO Wealth Partners's SCZ Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 2,738 shares — an estimated $170K sold.

MYCIO Wealth Partners first reported a position in SCZ in Q2 2013 and held it in 17 quarters. The position peaked at $170K in Q4 2019. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,738 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $170K.
  • MYCIO Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 17 quarters.
  • MYCIO Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $170K in Q4 2019.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.