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

Tower View 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
Q1 		– Sell
-16
Closed -$1K – 134
2019
Q4 		$1K Hold
16
– – ﹤0.01% 137
2019
Q3 		$1K Sell
16
-1,238
-99% -$70K ﹤0.01% 138
2019
Q2 		$72K Sell
1,254
-80
-6% -$4.62K 0.06% 75
2019
Q1 		$77K Sell
1,334
-25,209
-95% -$1.41M 0.07% 68
2018
Q4 		$1.38M Sell
26,543
-429
-2% -$24K 1.42% 34
2018
Q3 		$1.68M Buy
26,972
+67
+0.2% +$4.18K 1.47% 30
2018
Q2 		$1.69M Buy
+26,905
New +$1.76M 1.59% 27
2018
Q1 		– Sell
-27,513
Closed -$1.77M – 147
2017
Q4 		$1.77M Buy
+27,513
New +$1.73M 1.64% 25

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tower View Wealth Management's SCZ Position: Q1 2020 in Review

Tower View Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 16 shares — an estimated $1K sold.

Tower View Wealth Management first reported a position in SCZ in Q4 2017 and held it in 8 quarters. The position peaked at $1.77M in Q4 2017. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Tower View Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Tower View Wealth Management sold 16 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $1K.
  • Tower View Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 8 quarters.
  • Tower View Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.77M in Q4 2017.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Tower View Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.