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Stralem & Co’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Stralem & Co’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 		$29K Hold
532
– – 0.02% 58
2020
Q1 		$24K Buy
+532
New +$29.6K 0.02% 57

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stralem & Co's SCZ Position: Q2 2020 in Review

Stralem & Co held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2020 at 532 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #58.

Stralem & Co first reported a position in SCZ in Q1 2020 and has held it in 2 quarters since. 502 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

  • Stralem & Co held 532 shares of iShares MSCI EAFE Small-Cap ETF worth $29K as of Q2 2020.
  • Stralem & Co left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2020.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Stralem & Co's portfolio in Q2 2020, its #58 holding.
  • Stralem & Co first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2020 and has held it in 2 quarters since.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.