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Robertson Stephens Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Robertson Stephens Advisors’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
2017
Q3 		$1.07M Sell
17,311
-941
-5% -$56.3K 0.93% 27
2017
Q2 		$1.06M Buy
18,252
+173
+1% +$9.86K 0.95% 25
2017
Q1 		$979K Sell
18,079
-104
-0.6% -$5.46K 0.87% 27
2016
Q4 		$906K Buy
+18,183
New +$917K 0.52% 54

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Robertson Stephens Advisors's SCZ Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.2% in Q3 2017, selling an estimated $56.3K and leaving 17,311 shares worth $1.07M. The position accounts for 0.93% of the portfolio, ranked #27.

Robertson Stephens Advisors first reported a position in SCZ in Q4 2016 and has held it in 4 quarters since. 377 funds tracked by Wall St. Rank hold SCZ as of Q3 2017.

  • Robertson Stephens Advisors held 17,311 shares of iShares MSCI EAFE Small-Cap ETF worth $1.07M as of Q3 2017.
  • Robertson Stephens Advisors sold 941 iShares MSCI EAFE Small-Cap ETF shares in Q3 2017, an estimated $56.3K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.93% of Robertson Stephens Advisors's portfolio in Q3 2017, its #27 holding.
  • Robertson Stephens Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and has held it in 4 quarters since.
  • 377 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.