PA
SCZ icon

Parkside Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Parkside Advisors’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
-64,910
Closed -$4.04M – 71
2019
Q4 		$4.04M Buy
64,910
+9,328
+17% +$561K 1.81% 15
2019
Q3 		$3.18M Buy
55,582
+5,386
+11% +$304K 1.67% 16
2019
Q2 		$2.88M Buy
50,196
+1,188
+2% +$68.6K 1.59% 17
2019
Q1 		$2.81M Buy
49,008
+1,848
+4% +$104K 1.6% 17
2018
Q4 		$2.44M Buy
47,160
+4,770
+11% +$267K 1.49% 17
2018
Q3 		$2.64M Buy
42,390
+496
+1% +$31K 1.76% 17
2018
Q2 		$2.63M Sell
41,894
-703
-2% -$46K 1.86% 16
2018
Q1 		$2.78M Sell
42,597
-973
-2% -$64.2K 1.98% 16
2017
Q4 		$2.81M Sell
43,570
-303
-0.7% -$19.1K 1.98% 16
2017
Q3 		$2.72M Sell
43,873
-2,878
-6% -$172K 1.93% 16
2017
Q2 		$2.7M Sell
46,751
-108
-0.2% -$6.15K 1.93% 16
2017
Q1 		$2.54M Buy
46,859
+220
+0.5% +$11.6K 1.84% 17
2016
Q4 		$2.32M Buy
46,639
+1,702
+4% +$85.8K 1.75% 17
2016
Q3 		$2.35M Sell
44,937
-2,045
-4% -$104K 1.74% 17
2016
Q2 		$2.27M Sell
46,982
-187
-0.4% -$9.39K 1.6% 17
2016
Q1 		$2.35M Sell
47,169
-914
-2% -$43K 1.64% 17
2015
Q4 		$2.3M Sell
48,083
-61
-0.1% -$3.05K 1.71% 16
2015
Q3 		$2.3M Buy
48,144
+2,040
+4% +$102K 1.71% 16
2015
Q2 		$2.35M Buy
46,104
+171
+0.4% +$8.91K 1.61% 17
2015
Q1 		$2.27M Buy
45,933
+3,517
+8% +$170K 1.57% 16
2014
Q4 		$1.98M Buy
42,416
+283
+0.7% +$13.4K 1.43% 18
2014
Q3 		$2.04M Buy
42,133
+76
+0.2% +$3.88K 1.5% 18
2014
Q2 		$2.23M Buy
42,057
+1,676
+4% +$87.6K 1.59% 18
2014
Q1 		$2.11M Buy
40,381
+121
+0.3% +$6.2K 1.62% 18
2013
Q4 		$2.05M Buy
+40,260
New +$2M 1.68% 18

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return

Parkside Advisors's SCZ Position: Q1 2020 in Review

Parkside Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 64,910 shares — an estimated $4.04M sold.

Parkside Advisors first reported a position in SCZ in Q4 2013 and held it in 25 quarters. The position peaked at $4.04M in Q4 2019. 513 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Parkside Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Parkside Advisors sold 64,910 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $4.04M.
  • Parkside Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and held it in 25 quarters.
  • Parkside Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $4.04M in Q4 2019.
  • 513 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Parkside Advisors's 13F filing for Q1 2020, filed 7 Apr 2020.