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Spruce Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Spruce Investment Advisors’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
Q1 		– Sell
-500
Closed -$25K – 47
2016
Q4 		$25K Buy
+500
New +$25.2K 0.02% 35

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Spruce Investment Advisors's SCZ Position: Q1 2017 in Review

Spruce Investment Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2017, closing a stake of 500 shares — an estimated $25K sold.

Spruce Investment Advisors first reported a position in SCZ in Q4 2016 and held it in 1 quarter. The position peaked at $25K in Q4 2016. 339 funds tracked by Wall St. Rank hold SCZ as of Q1 2017.

  • Spruce Investment Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Spruce Investment Advisors sold 500 iShares MSCI EAFE Small-Cap ETF shares in Q1 2017, an estimated $25K.
  • Spruce Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and held it in 1 quarter.
  • Spruce Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $25K in Q4 2016.
  • 339 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2017.

Based on Spruce Investment Advisors's 13F filing for Q1 2017, filed 10 May 2017.