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

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

Bank of America

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

Creative Planning

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

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

Bank of New York Mellon

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

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return