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Rowland Carmichael Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Rowland Carmichael 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
Q1 		– Sell
-200
Closed -$10K – 310
2016
Q4 		$10K Hold
200
– – 0.01% 292
2016
Q3 		$10K Hold
200
– – 0.01% 274
2016
Q2 		$10K Buy
+200
New +$10K 0.01% 281

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Rowland Carmichael Advisors's SCZ Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2017, closing a stake of 200 shares — an estimated $10K sold.

Rowland Carmichael Advisors first reported a position in SCZ in Q2 2016 and held it in 3 quarters. The position peaked at $10K in Q4 2016. 339 funds tracked by Wall St. Rank hold SCZ as of Q1 2017.

  • Rowland Carmichael Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 200 iShares MSCI EAFE Small-Cap ETF shares in Q1 2017, an estimated $10K.
  • Rowland Carmichael Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2016 and held it in 3 quarters.
  • Rowland Carmichael Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $10K in Q4 2016.
  • 339 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.