SHJ
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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

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sharkey, Howes & Javer's SCZ Position: Q3 2018 in Review

Sharkey, Howes & Javer sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2018, closing a stake of 400 shares — an estimated $25K sold.

Sharkey, Howes & Javer first reported a position in SCZ in Q1 2016 and held it in 10 quarters. The position peaked at $55K in Q3 2016. 502 funds tracked by Wall St. Rank hold SCZ as of Q3 2018.

  • Sharkey, Howes & Javer reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 400 iShares MSCI EAFE Small-Cap ETF shares in Q3 2018, an estimated $25K.
  • Sharkey, Howes & Javer first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2016 and held it in 10 quarters.
  • Sharkey, Howes & Javer's iShares MSCI EAFE Small-Cap ETF position peaked at $55K in Q3 2016.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2018.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2018, filed 19 Oct 2018.