Smith & Howard Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Smith & Howard Wealth Management’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
2020 Q1	–	Sell	-5,816	Closed	-$362K	–	86
2019 Q4	$362K	Buy	+5,816	New	+$349K	0.12%	55
2019 Q2	–	Sell	-3,836	Closed	-$220K	–	68
2019 Q1	$220K	Buy	+3,836	New	+$215K	0.11%	51
2018 Q4	–	Sell	-3,836	Closed	-$239K	–	60
2018 Q3	$239K	Hold	3,836	–	–	0.1%	43
2018 Q2	$241K	Buy	+3,836	New	+$251K	0.11%	44

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Smith & Howard Wealth Management's SCZ Position: Q1 2020 in Review

Smith & Howard Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 5,816 shares — an estimated $362K sold.

Smith & Howard Wealth Management first reported a position in SCZ in Q2 2018 and held it in 4 quarters. The position peaked at $362K in Q4 2019. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

Smith & Howard Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Smith & Howard Wealth Management sold 5,816 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $362K.
Smith & Howard Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and held it in 4 quarters.
Smith & Howard Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $362K in Q4 2019.
514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.