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Peoples Bank (Ohio)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Peoples Bank (Ohio)’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
Q4 		– Sell
-8,687
Closed -$497K – 96
2019
Q3 		$497K Sell
8,687
-1,706
-16% -$96.4K 0.32% 53
2019
Q2 		$597K Sell
10,393
-1,511
-13% -$87.2K 0.38% 46
2019
Q1 		$684K Buy
11,904
+4,134
+53% +$232K 0.43% 33
2018
Q4 		$402K Sell
7,770
-4,662
-38% -$261K 0.27% 66
2018
Q3 		$773K Buy
12,432
+537
+5% +$33.5K 0.45% 31
2018
Q2 		$746K Buy
+11,895
New +$778K 0.43% 36

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Peoples Bank (Ohio)'s SCZ Position: Q4 2019 in Review

Peoples Bank (Ohio) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2019, closing a stake of 8,687 shares — an estimated $497K sold.

Peoples Bank (Ohio) first reported a position in SCZ in Q2 2018 and held it in 6 quarters. The position peaked at $773K in Q3 2018. 606 funds tracked by Wall St. Rank hold SCZ as of Q4 2019.

  • Peoples Bank (Ohio) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Peoples Bank (Ohio) sold 8,687 iShares MSCI EAFE Small-Cap ETF shares in Q4 2019, an estimated $497K.
  • Peoples Bank (Ohio) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and held it in 6 quarters.
  • Peoples Bank (Ohio)'s iShares MSCI EAFE Small-Cap ETF position peaked at $773K in Q3 2018.
  • 606 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2019.

Based on Peoples Bank (Ohio)'s 13F filing for Q4 2019, filed 28 Jan 2020.