SHJ
SCZ icon

Sharkey, Howes & Javer’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sharkey, Howes & Javer’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
2018
Q3 		– Sell
-400
Closed -$25K – 222
2018
Q2 		$25K Hold
400
– – 0.01% 132
2018
Q1 		$26K Hold
400
– – 0.01% 117
2017
Q4 		$26K Hold
400
– – 0.02% 121
2017
Q3 		$25K Hold
400
– – 0.01% 121
2017
Q2 		$23K Hold
400
– – 0.01% 121
2017
Q1 		$22K Sell
400
-640
-62% -$33.6K 0.01% 134
2016
Q4 		$52K Hold
1,040
– – 0.03% 93
2016
Q3 		$55K Hold
1,040
– – 0.03% 86
2016
Q2 		$50K Hold
1,040
– – 0.03% 88
2016
Q1 		$52K Buy
+1,040
New +$48.9K 0.04% 86

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TF
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Fidelity Investments
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Creative Planning
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BlackRock
BlackRock New York $5.7T AUM 30.48% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return