Proficio Capital Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Proficio Capital Partners’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
2018 Q2	–	Sell	-3,920	Closed	-$256K	–	1330
2018 Q1	$256K	Hold	3,920	–	–	0.08%	110
2017 Q4	$253K	Hold	3,920	–	–	0.08%	112
2017 Q3	$243K	Sell	3,920 -1,680	-30%	-$100K	0.1%	132
2017 Q2	$337K	Hold	5,600	–	–	0.14%	103
2017 Q1	$327K	Buy	+5,600	New	+$294K	0.14%	106

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Proficio Capital Partners's SCZ Position: Q2 2018 in Review

Proficio Capital Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2018, closing a stake of 3,920 shares — an estimated $256K sold.

Proficio Capital Partners first reported a position in SCZ in Q1 2017 and held it in 5 quarters. The position peaked at $337K in Q2 2017. 493 funds tracked by Wall St. Rank hold SCZ as of Q2 2018.

Proficio Capital Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
Proficio Capital Partners sold 3,920 iShares MSCI EAFE Small-Cap ETF shares in Q2 2018, an estimated $256K.
Proficio Capital Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and held it in 5 quarters.
Proficio Capital Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $337K in Q2 2017.
493 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2018.

Based on Proficio Capital Partners's 13F filing for Q2 2018, filed 10 Aug 2018.