QCI Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

QCI Asset 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
2020 Q2	–	Sell	-768	Closed	-$34K	–	404
2020 Q1	$34K	Buy	768 +165	+27%	+$9.17K	﹤0.01%	273
2019 Q4	$38K	Hold	603	–	–	﹤0.01%	290
2019 Q3	$35K	Hold	603	–	–	﹤0.01%	303
2019 Q2	$35K	Hold	603	–	–	﹤0.01%	319
2019 Q1	$35K	Hold	603	–	–	﹤0.01%	310
2018 Q4	$31K	Hold	603	–	–	﹤0.01%	316
2018 Q3	$38K	Hold	603	–	–	﹤0.01%	309
2018 Q2	$38K	Hold	603	–	–	﹤0.01%	279
2018 Q1	$39K	Buy	603 +364	+152%	+$24K	﹤0.01%	281
2017 Q4	$15K	Buy	+239	New	+$15K	﹤0.01%	416

Other funds holding SCZ

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

QCI Asset Management's SCZ Position: Q2 2020 in Review

QCI Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2020, closing a stake of 768 shares — an estimated $34K sold.

QCI Asset Management first reported a position in SCZ in Q4 2017 and held it in 10 quarters. The position peaked at $39K in Q1 2018. 502 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

QCI Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
QCI Asset Management sold 768 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $34K.
QCI Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 10 quarters.
QCI Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $39K in Q1 2018.
502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on QCI Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.