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

Quest 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
2020
Q2 		– Sell
-4,474
Closed -$201K – 212
2020
Q1 		$201K Sell
4,474
-9,038
-67% -$502K 0.07% 164
2019
Q4 		$842K Sell
13,512
-128
-0.9% -$7.69K 0.2% 70
2019
Q3 		$781K Buy
13,640
+346
+3% +$19.6K 0.19% 77
2019
Q2 		$763K Buy
13,294
+158
+1% +$9.12K 0.19% 70
2019
Q1 		$754K Sell
13,136
-90,151
-87% -$5.05M 0.19% 75
2018
Q4 		$5.35M Buy
+103,287
New +$5.78M 1.56% 12

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
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
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

Quest Capital Management's SCZ Position: Q2 2020 in Review

Quest Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2020, closing a stake of 4,474 shares — an estimated $201K sold.

Quest Capital Management first reported a position in SCZ in Q4 2018 and held it in 6 quarters. The position peaked at $5.35M in Q4 2018. 501 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

  • Quest Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Quest Capital Management sold 4,474 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $201K.
  • Quest Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 6 quarters.
  • Quest Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $5.35M in Q4 2018.
  • 501 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on Quest Capital Management's 13F filing for Q2 2020, filed 3 Aug 2020.