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Placemark Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Placemark Investments’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
Q4 		$869K Buy
18,620
+1,796
+11% +$84.7K 0.02% 939
2014
Q3 		$816K Sell
16,824
-13,715
-45% -$701K 0.02% 963
2014
Q2 		$1.62M Buy
30,539
+19,345
+173% +$1.01M 0.03% 653
2014
Q1 		$583K Sell
11,194
-621
-5% -$31.8K 0.01% 1056
2013
Q4 		$601K Sell
11,815
-7,216
-38% -$358K 0.01% 1055
2013
Q3 		$924K Buy
19,031
+9,043
+91% +$415K 0.02% 843
2013
Q2 		$419K Buy
+9,988
New +$442K 0.01% 1124

Other funds holding SCZ

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Placemark Investments's SCZ Position: Q4 2014 in Review

Placemark Investments increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 11% in Q4 2014, buying an estimated $84.7K and bringing the position to 18,620 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #939.

Placemark Investments first reported a position in SCZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.62M in Q2 2014. 251 funds tracked by Wall St. Rank hold SCZ as of Q4 2014.

  • Placemark Investments held 18,620 shares of iShares MSCI EAFE Small-Cap ETF worth $869K as of Q4 2014.
  • Placemark Investments bought 1,796 iShares MSCI EAFE Small-Cap ETF shares in Q4 2014, an estimated $84.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #939 holding.
  • Placemark Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's iShares MSCI EAFE Small-Cap ETF position peaked at $1.62M in Q2 2014.
  • 251 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.