SAM
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Solaris Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Solaris Asset 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
2017
Q4 		– Sell
-5
Closed – – 264
2017
Q3 		$0 Buy
+5
New +$299 ﹤0.01% 293

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

Solaris Asset Management's SCZ Position: Q4 2017 in Review

Solaris Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2017, closing a stake of 5 shares.

Solaris Asset Management first reported a position in SCZ in Q3 2017 and held it in 1 quarter. The position peaked at $0 in Q3 2017. 459 funds tracked by Wall St. Rank hold SCZ as of Q4 2017.

  • Solaris Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Solaris Asset Management sold 5 iShares MSCI EAFE Small-Cap ETF shares in Q4 2017.
  • Solaris Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and held it in 1 quarter.
  • Solaris Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $0 in Q3 2017.
  • 459 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2017.

Based on Solaris Asset Management's 13F filing for Q4 2017, filed 16 Jan 2018.