NPP
SCZ icon

New Potomac Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

New Potomac 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
Q4 		– Sell
-1,450
Closed -$86K – 109
2020
Q3 		$86K Hold
1,450
– – 0.07% 78
2020
Q2 		$78K Sell
1,450
-120
-8% -$6.05K 0.07% 83
2020
Q1 		$70K Sell
1,570
-23
-1% -$1.28K 0.08% 81
2019
Q4 		$99K Hold
1,593
– – 0.09% 80
2019
Q3 		$91K Hold
1,593
– – 0.09% 79
2019
Q2 		$91K Sell
1,593
-450
-22% -$26K 0.09% 82
2019
Q1 		$117K Hold
2,043
– – 0.12% 76
2018
Q4 		$106K Hold
2,043
– – 0.11% 81
2018
Q3 		$127K Buy
2,043
+20
+1% +$1.25K 0.12% 70
2018
Q2 		$127K Buy
2,023
+123
+6% +$8.05K 0.12% 73
2018
Q1 		$124K Buy
+1,900
New +$125K 0.12% 72

Other funds holding SCZ

TF
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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