SevenBridge Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-13	Closed	-$1K	–	498
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	620
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	589
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	556
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	574
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	585
2018 Q1	$1K	Hold	13	–	–	﹤0.01%	597
2017 Q4	$1K	Hold	13	–	–	﹤0.01%	610
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	596
2017 Q2	$1K	Buy	+13	New	+$741	﹤0.01%	626

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

SevenBridge Financial Group's SCZ Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2019, closing a stake of 13 shares — an estimated $1K sold.

SevenBridge Financial Group first reported a position in SCZ in Q2 2017 and held it in 9 quarters. The position peaked at $1K in Q2 2019. 520 funds tracked by Wall St. Rank hold SCZ as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 13 iShares MSCI EAFE Small-Cap ETF shares in Q3 2019, an estimated $1K.
SevenBridge Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and held it in 9 quarters.
SevenBridge Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $1K in Q2 2019.
520 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.