O'Brien Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

O'Brien Wealth 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 Q2	–	Sell	-28,023	Closed	-$1.22M	–	32
2020 Q1	$1.22M	Sell	28,023 -7,464	-21%	-$415K	0.68%	11
2019 Q4	$2.2M	Sell	35,487 -999	-3%	-$60K	1.57%	8
2019 Q3	$2.09M	Sell	36,486 -9,507	-21%	-$537K	1.64%	9
2019 Q2	$2.67M	Sell	45,993 -5,074	-10%	-$293K	1.95%	7
2019 Q1	$2.93M	Sell	51,067 -124,588	-71%	-$6.98M	2.07%	8
2018 Q4	$9.56M	Buy	175,655 +175,118	+32,610%	+$9.81M	6.54%	6
2018 Q3	$33K	Buy	+537	New	+$33.5K	0.02%	84

Other funds holding SCZ

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

O'Brien Wealth Partners's SCZ Position: Q2 2020 in Review

O'Brien Wealth Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2020, closing a stake of 28,023 shares — an estimated $1.22M sold.

O'Brien Wealth Partners first reported a position in SCZ in Q3 2018 and held it in 7 quarters. The position peaked at $9.56M in Q4 2018. 502 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

O'Brien Wealth Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
O'Brien Wealth Partners sold 28,023 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $1.22M.
O'Brien Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and held it in 7 quarters.
O'Brien Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $9.56M in Q4 2018.
502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on O'Brien Wealth Partners's 13F filing for Q2 2020, filed 10 Jul 2020.