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SPC Financial Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

SPC Financial Inc’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
-33,349
Closed -$2.08M – 149
2019
Q4 		$2.08M Buy
33,349
+3,300
+11% +$198K 0.38% 48
2019
Q3 		$1.72M Buy
30,049
+10,452
+53% +$591K 0.36% 48
2019
Q2 		$1.13M Buy
19,597
+3,946
+25% +$228K 0.23% 62
2019
Q1 		$899K Buy
15,651
+1,816
+13% +$102K 0.19% 64
2018
Q4 		$717K Sell
13,835
-38
-0.3% -$2.13K 0.2% 65
2018
Q3 		$864K Buy
13,873
+2,952
+27% +$184K 0.17% 69
2018
Q2 		$685K Buy
10,921
+1,981
+22% +$130K 0.15% 77
2018
Q1 		$583K Buy
8,940
+3,569
+66% +$236K 0.13% 76
2017
Q4 		$346K Buy
5,371
+1,339
+33% +$84.3K 0.08% 92
2017
Q3 		$250K Buy
+4,032
New +$241K 0.06% 108

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPC Financial Inc's SCZ Position: Q1 2020 in Review

SPC Financial Inc sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 33,349 shares — an estimated $2.08M sold.

SPC Financial Inc first reported a position in SCZ in Q3 2017 and held it in 10 quarters. The position peaked at $2.08M in Q4 2019. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • SPC Financial Inc reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • SPC Financial Inc sold 33,349 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $2.08M.
  • SPC Financial Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and held it in 10 quarters.
  • SPC Financial Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $2.08M in Q4 2019.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on SPC Financial Inc's 13F filing for Q1 2020, filed 16 Apr 2020.