PAS
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Partnervest Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-14,686
Closed -$777K – 664
2014
Q2 		$777K Sell
14,686
-132
-0.9% -$6.9K 0.35% 44
2014
Q1 		$773K Buy
14,818
+14,748
+21,069% +$756K 0.35% 40
2013
Q4 		$4K Buy
+70
New +$3.47K ﹤0.01% 826

Other funds holding SCZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Partnervest Advisory Services's SCZ Position: Q3 2014 in Review

Partnervest Advisory Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2014, closing a stake of 14,686 shares — an estimated $777K sold.

Partnervest Advisory Services first reported a position in SCZ in Q4 2013 and held it in 3 quarters. The position peaked at $777K in Q2 2014. 215 funds tracked by Wall St. Rank hold SCZ as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 14,686 iShares MSCI EAFE Small-Cap ETF shares in Q3 2014, an estimated $777K.
  • Partnervest Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $777K in Q2 2014.
  • 215 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.