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

Planning Solutions 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
Q2 		$222K Hold
3,866
– – 0.11% 131
2019
Q1 		$222K Buy
+3,866
New +$217K 0.12% 122

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
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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Planning Solutions Group's SCZ Position: Q2 2019 in Review

Planning Solutions Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2019 at 3,866 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #131.

Planning Solutions Group first reported a position in SCZ in Q1 2019 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold SCZ as of Q2 2019.

  • Planning Solutions Group held 3,866 shares of iShares MSCI EAFE Small-Cap ETF worth $222K as of Q2 2019.
  • Planning Solutions Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2019.
  • iShares MSCI EAFE Small-Cap ETF made up 0.11% of Planning Solutions Group's portfolio in Q2 2019, its #131 holding.
  • Planning Solutions Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.