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Rockefeller Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Rockefeller Financial Services’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
Q4 		$390K Hold
6,050
– – 0.01% 299
2017
Q3 		$375K Buy
+6,050
New +$362K 0.01% 285

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rockefeller Financial Services's SCZ Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q4 2017 at 6,050 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #299.

Rockefeller Financial Services first reported a position in SCZ in Q3 2017 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold SCZ as of Q4 2017.

  • Rockefeller Financial Services held 6,050 shares of iShares MSCI EAFE Small-Cap ETF worth $390K as of Q4 2017.
  • Rockefeller Financial Services left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q4 2017.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #299 holding.
  • Rockefeller Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.