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Traynor Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Traynor Capital 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
-5,150
Closed -$320K – 183
2019
Q4 		$320K Sell
5,150
-148
-3% -$8.89K 0.09% 119
2019
Q3 		$303K Sell
5,298
-193
-4% -$10.9K 0.09% 121
2019
Q2 		$317K Buy
5,491
+100
+2% +$5.77K 0.1% 120
2019
Q1 		$309K Sell
5,391
-980
-15% -$54.9K 0.1% 122
2018
Q4 		$330K Sell
6,371
-187
-3% -$10.5K 0.14% 100
2018
Q3 		$408K Sell
6,558
-403
-6% -$25.2K 0.13% 102
2018
Q2 		$431K Sell
6,961
-72
-1% -$4.71K 0.16% 95
2018
Q1 		$458K Sell
7,033
-635
-8% -$41.9K 0.19% 86
2017
Q4 		$494K Sell
7,668
-66
-0.9% -$4.15K 0.21% 88
2017
Q3 		$476K Buy
7,734
+159
+2% +$9.51K 0.23% 86
2017
Q2 		$450K Buy
7,575
+130
+2% +$7.41K 0.22% 89
2017
Q1 		$425K Buy
7,445
+988
+15% +$51.9K 0.24% 85
2016
Q4 		$332K Sell
6,457
-900
-12% -$45.4K 0.22% 88
2016
Q3 		$380K Sell
7,357
-790
-10% -$40K 0.27% 80
2016
Q2 		$385K Sell
8,147
-1,422
-15% -$71.4K 0.3% 74
2016
Q1 		$476K Sell
9,569
-851
-8% -$40K 0.38% 56
2015
Q4 		$520K Sell
10,420
-813
-7% -$40.6K 0.37% 62
2015
Q3 		$536K Buy
11,233
+706
+7% +$35.2K 0.46% 47
2015
Q2 		$537K Buy
10,527
+583
+6% +$30.4K 0.45% 48
2015
Q1 		$491K Sell
9,944
-2,423
-20% -$117K 0.47% 44
2014
Q4 		$577K Buy
+12,367
New +$584K 0.67% 30

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

Traynor Capital Management's SCZ Position: Q1 2020 in Review

Traynor Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 5,150 shares — an estimated $320K sold.

Traynor Capital Management first reported a position in SCZ in Q4 2014 and held it in 21 quarters. The position peaked at $577K in Q4 2014. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

  • Traynor Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Traynor Capital Management sold 5,150 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $320K.
  • Traynor Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and held it in 21 quarters.
  • Traynor Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $577K in Q4 2014.
  • 514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

Based on Traynor Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.