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SII Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

SII Investments’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
Q4 		– Sell
-4,534
Closed -$281K – 565
2017
Q3 		$281K Buy
4,534
+744
+20% +$44.5K 0.02% 482
2017
Q2 		$219K Buy
+3,790
New +$216K 0.01% 526

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

SII Investments's SCZ Position: Q4 2017 in Review

SII Investments sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2017, closing a stake of 4,534 shares — an estimated $281K sold.

SII Investments first reported a position in SCZ in Q2 2017 and held it in 2 quarters. The position peaked at $281K in Q3 2017. 459 funds tracked by Wall St. Rank hold SCZ as of Q4 2017.

  • SII Investments reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 4,534 iShares MSCI EAFE Small-Cap ETF shares in Q4 2017, an estimated $281K.
  • SII Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and held it in 2 quarters.
  • SII Investments's iShares MSCI EAFE Small-Cap ETF position peaked at $281K in Q3 2017.
  • 459 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.