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Stanford Investment Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Stanford Investment Group’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
2016
Q4 		– Sell
-131
Closed -$7K – 409
2016
Q3 		$7K Hold
131
– – ﹤0.01% 351
2016
Q2 		$6K Hold
131
– – ﹤0.01% 324
2016
Q1 		$7K Hold
131
– – ﹤0.01% 312
2015
Q4 		$7K Hold
131
– – ﹤0.01% 286
2015
Q3 		$6K Hold
131
– – ﹤0.01% 300
2015
Q2 		$7K Hold
131
– – 0.01% 302
2015
Q1 		$6K Hold
131
– – ﹤0.01% 304
2014
Q4 		$6K Buy
+131
New +$6.18K 0.01% 313

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 $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Stanford Investment Group's SCZ Position: Q4 2016 in Review

Stanford Investment Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2016, closing a stake of 131 shares — an estimated $7K sold.

Stanford Investment Group first reported a position in SCZ in Q4 2014 and held it in 8 quarters. The position peaked at $7K in Q3 2016. 328 funds tracked by Wall St. Rank hold SCZ as of Q4 2016.

  • Stanford Investment Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Stanford Investment Group sold 131 iShares MSCI EAFE Small-Cap ETF shares in Q4 2016, an estimated $7K.
  • Stanford Investment Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and held it in 8 quarters.
  • Stanford Investment Group's iShares MSCI EAFE Small-Cap ETF position peaked at $7K in Q3 2016.
  • 328 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2016.

Based on Stanford Investment Group's 13F filing for Q4 2016, filed 2 Feb 2017.