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North Star Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

North Star Investment Management’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
Q2 		– Sell
-122
Closed -$5K – 1026
2020
Q1 		$5K Hold
122
– – ﹤0.01% 816
2019
Q4 		$8K Buy
122
+2
+2% +$120 ﹤0.01% 856
2019
Q3 		$7K Buy
+120
New +$6.78K ﹤0.01% 877

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

North Star Investment Management's SCZ Position: Q2 2020 in Review

North Star Investment Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2020, closing a stake of 122 shares — an estimated $5K sold.

North Star Investment Management first reported a position in SCZ in Q3 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 502 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

  • North Star Investment Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • North Star Investment Management sold 122 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $5K.
  • North Star Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and held it in 3 quarters.
  • North Star Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $8K in Q4 2019.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on North Star Investment Management's 13F filing for Q2 2020, filed 16 Jul 2020.