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SVA Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

SVA Wealth Management’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
Q4 		$390K Buy
5,703
+238
+4% +$15K 0.03% 185
2020
Q3 		$322K Hold
5,465
– – 0.03% 171
2020
Q2 		$293K Sell
5,465
-2,409
-31% -$121K 0.03% 174
2020
Q1 		$353K Sell
7,874
-350
-4% -$19.5K 0.04% 160
2019
Q4 		$512K Sell
8,224
-157
-2% -$9.43K 0.05% 148
2019
Q3 		$480K Buy
8,381
+157
+2% +$8.87K 0.05% 151
2019
Q2 		$472K Hold
8,224
– – 0.05% 152
2019
Q1 		$472K Sell
8,224
-1,688
-17% -$94.5K 0.05% 156
2018
Q4 		$514K Hold
9,912
– – 0.06% 148
2018
Q3 		$617K Sell
9,912
-2,990
-23% -$187K 0.06% 148
2018
Q2 		$809K Sell
12,902
-1,364
-10% -$89.3K 0.09% 126
2018
Q1 		$884K Buy
14,266
+262
+2% +$17.3K 0.11% 118
2017
Q4 		$903K Sell
14,004
-262
-2% -$16.5K 0.11% 121
2017
Q3 		$884K Buy
14,266
+244
+2% +$14.6K 0.11% 118
2017
Q2 		$811K Sell
14,022
-777
-5% -$44.3K 0.11% 122
2017
Q1 		$801K Sell
14,799
-3,533
-19% -$186K 0.11% 119
2016
Q4 		$914K Buy
18,332
+5,447
+42% +$275K 0.14% 111
2016
Q3 		$675K Hold
12,885
– – 0.11% 124
2016
Q2 		$622K Sell
12,885
-753
-6% -$37.8K 0.1% 126
2016
Q1 		$679K Buy
+13,638
New +$641K 0.11% 126

Other funds holding SCZ

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVA Wealth Management's SCZ Position: Q4 2020 in Review

SVA Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.4% in Q4 2020, buying an estimated $15K and bringing the position to 5,703 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #185.

SVA Wealth Management first reported a position in SCZ in Q1 2016 and has held it in 20 quarters since. The position peaked at $914K in Q4 2016. 570 funds tracked by Wall St. Rank hold SCZ as of Q4 2020.

  • SVA Wealth Management held 5,703 shares of iShares MSCI EAFE Small-Cap ETF worth $390K as of Q4 2020.
  • SVA Wealth Management bought 238 iShares MSCI EAFE Small-Cap ETF shares in Q4 2020, an estimated $15K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #185 holding.
  • SVA Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2016 and has held it in 20 quarters since.
  • SVA Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $914K in Q4 2016.
  • 570 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.