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Oak Point Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Oak Point Wealth 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
2018
Q1 		– Sell
-13
Closed -$1K – 239
2017
Q4 		$1K Buy
+13
New +$818 ﹤0.01% 209

Other funds holding SCZ

TF
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Point Wealth Management's SCZ Position: Q1 2018 in Review

Oak Point Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2018, closing a stake of 13 shares — an estimated $1K sold.

Oak Point Wealth Management first reported a position in SCZ in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 478 funds tracked by Wall St. Rank hold SCZ as of Q1 2018.

  • Oak Point Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 13 iShares MSCI EAFE Small-Cap ETF shares in Q1 2018, an estimated $1K.
  • Oak Point Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1K in Q4 2017.
  • 478 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.