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TRUE Private Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

TRUE Private Wealth 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
2021
Q1 		– Sell
-181
Closed -$12K – 611
2020
Q4 		$12K Sell
181
-105
-37% -$6.63K ﹤0.01% 517
2020
Q3 		$16K Hold
286
– – ﹤0.01% 435
2020
Q2 		$15K Buy
286
+3
+1% +$151 ﹤0.01% 438
2020
Q1 		$12K Sell
283
-360
-56% -$20K ﹤0.01% 426
2019
Q4 		$40K Sell
643
-13,503
-95% -$811K 0.01% 395
2019
Q3 		$809K Buy
14,146
+430
+3% +$24.3K 0.14% 90
2019
Q2 		$787K Buy
13,716
+6,299
+85% +$364K 0.13% 91
2019
Q1 		$426K Buy
7,417
+159
+2% +$8.91K 0.08% 119
2018
Q4 		$376K Sell
7,258
-2,694
-27% -$151K 0.07% 161
2018
Q3 		$620K Sell
9,952
-9,517
-49% -$594K 0.09% 148
2018
Q2 		$1.22M Buy
19,469
+427
+2% +$27.9K 0.19% 82
2018
Q1 		$1.24M Sell
19,042
-469
-2% -$30.9K 0.21% 71
2017
Q4 		$1.26M Sell
19,511
-4,556
-19% -$287K 0.22% 70
2017
Q3 		$1.49M Buy
24,067
+1,819
+8% +$109K 0.34% 45
2017
Q2 		$1.29M Sell
22,248
-50
-0.2% -$2.85K 0.3% 46
2017
Q1 		$1.2M Buy
22,298
+2,216
+11% +$116K 0.27% 48
2016
Q4 		$1.05M Buy
20,082
+1,558
+8% +$78.6K 0.26% 49
2016
Q3 		$946K Buy
18,524
+2,374
+15% +$120K 0.3% 47
2016
Q2 		$779K Buy
16,150
+2,206
+16% +$111K 0.26% 53
2016
Q1 		$694K Buy
13,944
+3,029
+28% +$142K 0.27% 52
2015
Q4 		$545K Buy
+10,915
New +$546K 0.24% 55

Other funds holding SCZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TRUE Private Wealth Advisors's SCZ Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2021, closing a stake of 181 shares — an estimated $12K sold.

TRUE Private Wealth Advisors first reported a position in SCZ in Q4 2015 and held it in 21 quarters. The position peaked at $1.49M in Q3 2017. 608 funds tracked by Wall St. Rank hold SCZ as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 181 iShares MSCI EAFE Small-Cap ETF shares in Q1 2021, an estimated $12K.
  • TRUE Private Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and held it in 21 quarters.
  • TRUE Private Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.49M in Q3 2017.
  • 608 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.