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Patten Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Patten Group’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
Q1 		– Sell
-313
Closed -$16K – 469
2018
Q4 		$16K Sell
313
-159
-34% -$8.9K 0.01% 388
2018
Q3 		$29K Sell
472
-700
-60% -$43.7K 0.01% 385
2018
Q2 		$74K Buy
1,172
+4
+0.3% +$262 0.03% 277
2018
Q1 		$76K Buy
1,168
+154
+15% +$10.2K 0.03% 274
2017
Q4 		$65K Buy
1,014
+300
+42% +$18.9K 0.03% 311
2017
Q3 		$44K Hold
714
– – 0.02% 340
2017
Q2 		$43K Buy
714
+700
+5,000% +$39.9K 0.02% 337
2017
Q1 		$1K Hold
14
– – ﹤0.01% 626
2016
Q4 		$1K Hold
14
– – ﹤0.01% 600
2016
Q3 		$715 Sell
14
-14
-50% -$710 ﹤0.01% 617
2016
Q2 		$1.35K Buy
+28
New +$1.41K ﹤0.01% 607

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patten Group's SCZ Position: Q1 2019 in Review

Patten Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2019, closing a stake of 313 shares — an estimated $16K sold.

Patten Group first reported a position in SCZ in Q2 2016 and held it in 11 quarters. The position peaked at $76K in Q1 2018. 524 funds tracked by Wall St. Rank hold SCZ as of Q1 2019.

  • Patten Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 313 iShares MSCI EAFE Small-Cap ETF shares in Q1 2019, an estimated $16K.
  • Patten Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2016 and held it in 11 quarters.
  • Patten Group's iShares MSCI EAFE Small-Cap ETF position peaked at $76K in Q1 2018.
  • 524 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.