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Panagora Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Panagora Asset 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
Q1 		– Sell
-9
Closed -$1K – 2594
2019
Q4 		$1K Sell
9
-223
-96% -$13.4K ﹤0.01% 2414
2019
Q3 		$13K Sell
232
-56
-19% -$3.17K ﹤0.01% 2137
2019
Q2 		$17K Buy
288
+89
+45% +$5.14K ﹤0.01% 2312
2019
Q1 		$11K Buy
+199
New +$11.1K ﹤0.01% 2351
2018
Q4 		– Sell
-372
Closed -$23K – 2511
2018
Q3 		$23K Buy
372
+124
+50% +$7.74K ﹤0.01% 2194
2018
Q2 		$16K Sell
248
-412
-62% -$27K ﹤0.01% 2219
2018
Q1 		$43K Sell
660
-29,952
-98% -$1.98M ﹤0.01% 2082
2017
Q4 		$1.97M Sell
30,612
-2,327
-7% -$146K 0.01% 892
2017
Q3 		$2.04M Sell
32,939
-588
-2% -$35.2K 0.01% 851
2017
Q2 		$1.94M Sell
33,527
-3,901
-10% -$222K 0.01% 871
2017
Q1 		$2.03M Sell
37,428
-1,682
-4% -$88.4K 0.01% 867
2016
Q4 		$1.95M Sell
39,110
-1,788
-4% -$90.2K 0.01% 907
2016
Q3 		$2.14M Sell
40,898
-2,148
-5% -$109K 0.01% 864
2016
Q2 		$2.08M Buy
43,046
+244
+0.6% +$12.3K 0.01% 857
2016
Q1 		$2.13M Sell
42,802
-2,250
-5% -$106K 0.01% 861
2015
Q4 		$2.25M Sell
45,052
-5,715
-11% -$286K 0.01% 781
2015
Q3 		$2.42M Buy
50,767
+47,183
+1,316% +$2.35M 0.01% 703
2015
Q2 		$183K Hold
3,584
– – ﹤0.01% 1728
2015
Q1 		$177K Sell
3,584
-3,092
-46% -$149K ﹤0.01% 1721
2014
Q4 		$312K Sell
6,676
-59,666
-90% -$2.82M ﹤0.01% 1460
2014
Q3 		$3.22M Buy
66,342
+1,840
+3% +$94K 0.02% 613
2014
Q2 		$3.41M Buy
64,502
+1,764
+3% +$92.2K 0.02% 634
2014
Q1 		$3.27M Sell
62,738
-5,718
-8% -$293K 0.02% 686
2013
Q4 		$3.49M Buy
68,456
+62,056
+970% +$3.08M 0.02% 649
2013
Q3 		$310K Sell
6,400
-3,282
-34% -$151K ﹤0.01% 1498
2013
Q2 		$406K Buy
+9,682
New +$428K ﹤0.01% 1390

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Panagora Asset Management's SCZ Position: Q1 2020 in Review

Panagora Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 9 shares — an estimated $1K sold.

Panagora Asset Management first reported a position in SCZ in Q2 2013 and held it in 26 quarters. The position peaked at $3.49M in Q4 2013. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Panagora Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Panagora Asset Management sold 9 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $1K.
  • Panagora Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 26 quarters.
  • Panagora Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3.49M in Q4 2013.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Panagora Asset Management's 13F filing for Q1 2020, filed 14 May 2020.