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TCV Trust & Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

TCV Trust & 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
2019
Q1 		– Sell
-3,905
Closed -$202K – 210
2018
Q4 		$202K Buy
+3,905
New +$219K 0.03% 200

Other funds holding SCZ

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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCV Trust & Wealth Management's SCZ Position: Q1 2019 in Review

TCV Trust & Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2019, closing a stake of 3,905 shares — an estimated $202K sold.

TCV Trust & Wealth Management first reported a position in SCZ in Q4 2018 and held it in 1 quarter. The position peaked at $202K in Q4 2018. 524 funds tracked by Wall St. Rank hold SCZ as of Q1 2019.

  • TCV Trust & Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 3,905 iShares MSCI EAFE Small-Cap ETF shares in Q1 2019, an estimated $202K.
  • TCV Trust & Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 1 quarter.
  • TCV Trust & Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $202K in Q4 2018.
  • 524 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2019.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.