NEXT Financial Holdings’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$93K	Buy	+1,617	New	+$90.6K	0.02%	556

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEXT Financial Holdings's SCZ Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2019: 1,617 shares worth $93K. The stake represents 0.02% of the portfolio and ranks #556 among its holdings.

524 funds tracked by Wall St. Rank hold SCZ as of Q1 2019.

NEXT Financial Holdings held 1,617 shares of iShares MSCI EAFE Small-Cap ETF worth $93K as of Q1 2019.
iShares MSCI EAFE Small-Cap ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #556 holding.
524 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.