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Polaris Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Polaris Capital Management’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
Q1 		– Sell
-255,000
Closed -$11.9M – 105
2014
Q4 		$11.9M Buy
+255,000
New +$12M 2% 19

Other funds holding SCZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Polaris Capital Management's SCZ Position: Q1 2015 in Review

Polaris Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2015, closing a stake of 255,000 shares — an estimated $11.9M sold.

Polaris Capital Management first reported a position in SCZ in Q4 2014 and held it in 1 quarter. The position peaked at $11.9M in Q4 2014. 261 funds tracked by Wall St. Rank hold SCZ as of Q1 2015.

  • Polaris Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Polaris Capital Management sold 255,000 iShares MSCI EAFE Small-Cap ETF shares in Q1 2015, an estimated $11.9M.
  • Polaris Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and held it in 1 quarter.
  • Polaris Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $11.9M in Q4 2014.
  • 261 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2015.

Based on Polaris Capital Management's 13F filing for Q1 2015, filed 14 May 2015.