Osbon Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Osbon Capital 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
2019 Q2	$290K	Buy	+5,050	New	+$292K	0.31%	40

Other funds holding SCZ

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Osbon Capital Management's SCZ Position: Q2 2019 in Review

Osbon Capital Management opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2019: 5,050 shares worth $290K. The stake represents 0.31% of the portfolio and ranks #40 among its holdings.

521 funds tracked by Wall St. Rank hold SCZ as of Q2 2019.

Osbon Capital Management held 5,050 shares of iShares MSCI EAFE Small-Cap ETF worth $290K as of Q2 2019.
iShares MSCI EAFE Small-Cap ETF was a new Osbon Capital Management position in Q2 2019.
iShares MSCI EAFE Small-Cap ETF made up 0.31% of Osbon Capital Management's portfolio in Q2 2019, its #40 holding.
521 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2019.

Based on Osbon Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.