Ronald Blue & Co’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ronald Blue & Co’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 Q2	$505K	Buy	8,724 +977	+13%	+$55.7K	0.02%	121
2017 Q1	$419K	Sell	7,747 -475	-6%	-$25K	0.01%	125
2016 Q4	$410K	Sell	8,222 -1,679	-17%	-$84.7K	0.02%	126
2016 Q3	$519K	Sell	9,901 -8,191	-45%	-$415K	0.02%	107
2016 Q2	$873K	Sell	18,092 -7,792	-30%	-$391K	0.04%	72
2016 Q1	$1.29M	Sell	25,884 -19,417	-43%	-$913K	0.07%	50
2015 Q4	$2.26M	Buy	45,301 +35,325	+354%	+$1.77M	0.12%	31
2015 Q3	$477K	Sell	9,976 -15,695	-61%	-$783K	0.02%	156
2015 Q2	$1.31M	Sell	25,671 -3,669	-13%	-$191K	0.06%	59
2015 Q1	$1.45M	Sell	29,340 -12,449	-30%	-$602K	0.07%	55
2014 Q4	$1.95M	Buy	+41,789	New	+$1.97M	0.09%	49

Other funds holding SCZ

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Ronald Blue & Co's SCZ Position: Q2 2017 in Review

Ronald Blue & Co increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 13% in Q2 2017, buying an estimated $55.7K and bringing the position to 8,724 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #121.

Ronald Blue & Co first reported a position in SCZ in Q4 2014 and has held it in 11 quarters since. The position peaked at $2.26M in Q4 2015. 361 funds tracked by Wall St. Rank hold SCZ as of Q2 2017.

Ronald Blue & Co held 8,724 shares of iShares MSCI EAFE Small-Cap ETF worth $505K as of Q2 2017.
Ronald Blue & Co bought 977 iShares MSCI EAFE Small-Cap ETF shares in Q2 2017, an estimated $55.7K.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of Ronald Blue & Co's portfolio in Q2 2017, its #121 holding.
Ronald Blue & Co first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and has held it in 11 quarters since.
Ronald Blue & Co's iShares MSCI EAFE Small-Cap ETF position peaked at $2.26M in Q4 2015.
361 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.