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

Peachtree Investment 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
2015
Q3 		– Sell
-324
Closed -$17K – 224
2015
Q2 		$17K Hold
324
– – 0.01% 238
2015
Q1 		$16K Hold
324
– – 0.01% 248
2014
Q4 		$15K Hold
324
– – 0.01% 275
2014
Q3 		$16K Buy
+324
New +$16.6K 0.01% 276

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peachtree Investment Advisors's SCZ Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2015, closing a stake of 324 shares — an estimated $17K sold.

Peachtree Investment Advisors first reported a position in SCZ in Q3 2014 and held it in 4 quarters. The position peaked at $17K in Q2 2015. 286 funds tracked by Wall St. Rank hold SCZ as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 324 iShares MSCI EAFE Small-Cap ETF shares in Q3 2015, an estimated $17K.
  • Peachtree Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $17K in Q2 2015.
  • 286 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.