Squar Milner Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-965	Closed	-$43K	–	615
2020 Q1	$43K	Hold	965	–	–	0.03%	373
2019 Q4	$60K	Buy	+965	New	+$58K	0.03%	392
2019 Q3	–	Sell	-1,447	Closed	-$83K	–	619
2019 Q2	$83K	Sell	1,447 -94	-6%	-$5.43K	0.06%	292
2019 Q1	$88K	Hold	1,541	–	–	0.06%	272
2018 Q4	$80K	Sell	1,541 -70	-4%	-$3.92K	0.08%	248
2018 Q3	$100K	Sell	1,611 -1,870	-54%	-$117K	0.09%	241
2018 Q2	$218K	Hold	3,481	–	–	0.19%	143
2018 Q1	$227K	Hold	3,481	–	–	0.29%	131
2017 Q4	$239K	Buy	+3,481	New	+$219K	0.29%	125

Other funds holding SCZ

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MMI

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Squar Milner Financial Services's SCZ Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2020, closing a stake of 965 shares — an estimated $43K sold.

Squar Milner Financial Services first reported a position in SCZ in Q4 2017 and held it in 9 quarters. The position peaked at $239K in Q4 2017. 502 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 965 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $43K.
Squar Milner Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's iShares MSCI EAFE Small-Cap ETF position peaked at $239K in Q4 2017.
502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.