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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New Potomac Partners's SCZ Position: Q4 2020 in Review

New Potomac Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2020, closing a stake of 1,450 shares — an estimated $86K sold.

New Potomac Partners first reported a position in SCZ in Q1 2018 and held it in 11 quarters. The position peaked at $127K in Q3 2018. 571 funds tracked by Wall St. Rank hold SCZ as of Q4 2020.

New Potomac Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
New Potomac Partners sold 1,450 iShares MSCI EAFE Small-Cap ETF shares in Q4 2020, an estimated $86K.
New Potomac Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and held it in 11 quarters.
New Potomac Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $127K in Q3 2018.
571 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2020.

Based on New Potomac Partners's 13F filing for Q4 2020, filed 28 Jan 2021.