OBWP
SCZ icon

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

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Bank of America
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Creative Planning
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BlackRock
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Bank of New York Mellon
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MMI
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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return