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TPG Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

TPG Financial Advisors’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 		– Sell
-10,122
Closed -$454K – 45
2020
Q1 		$454K Buy
10,122
+3,634
+56% +$202K 0.45% 29
2019
Q4 		$404K Sell
6,488
-254
-4% -$15.3K 0.33% 37
2019
Q3 		$386K Sell
6,742
-57
-0.8% -$3.22K 0.35% 35
2019
Q2 		$398K Sell
6,799
-159
-2% -$9.18K 0.36% 32
2019
Q1 		$405K Sell
6,958
-32
-0.5% -$1.79K 0.39% 30
2018
Q4 		$362K Buy
+6,990
New +$391K 0.39% 32

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 $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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

TPG Financial Advisors's SCZ Position: Q2 2020 in Review

TPG Financial Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2020, closing a stake of 10,122 shares — an estimated $454K sold.

TPG Financial Advisors first reported a position in SCZ in Q4 2018 and held it in 6 quarters. The position peaked at $454K in Q1 2020. 502 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

  • TPG Financial Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • TPG Financial Advisors sold 10,122 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $454K.
  • TPG Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 6 quarters.
  • TPG Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $454K in Q1 2020.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on TPG Financial Advisors's 13F filing for Q2 2020, filed 10 Jul 2020.