Vantage Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Vantage Investment 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
2018 Q3	$2K	Sell	34 -221	-87%	-$13.8K	﹤0.01%	713
2018 Q2	$16K	Sell	255 -158	-38%	-$10.3K	﹤0.01%	458
2018 Q1	$27K	Hold	413	–	–	0.01%	371
2017 Q4	$27K	Hold	413	–	–	0.01%	405
2017 Q3	$26K	Hold	413	–	–	0.01%	392
2017 Q2	$24K	Buy	413 +158	+62%	+$9K	0.01%	396
2017 Q1	$14K	Sell	255 -30	-11%	-$1.58K	﹤0.01%	464
2016 Q4	$14K	Hold	285	–	–	0.01%	459
2016 Q3	$15K	Hold	285	–	–	0.01%	434
2016 Q2	$14K	Sell	285 -190	-40%	-$9.54K	0.01%	474
2016 Q1	$15K	Buy	475 +190	+67%	+$8.94K	0.01%	453
2015 Q4	$14K	Hold	285	–	–	0.01%	450
2015 Q3	$14K	Buy	+285	New	+$14.2K	0.01%	435
2015 Q1	–	Sell	-175	Closed	-$8K	–	870
2014 Q4	$8K	Sell	175 -67	-28%	-$3.16K	﹤0.01%	549
2014 Q3	$12K	Buy	242 +67	+38%	+$3.42K	0.01%	454
2014 Q2	$9K	Buy	+175	New	+$9.14K	0.01%	485

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vantage Investment Advisors's SCZ Position: Q3 2018 in Review

Vantage Investment Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 87% in Q3 2018, selling an estimated $13.8K and leaving 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Vantage Investment Advisors first reported a position in SCZ in Q2 2014 and has held it in 16 quarters since. The position peaked at $27K in Q1 2018. 502 funds tracked by Wall St. Rank hold SCZ as of Q3 2018.

Vantage Investment Advisors held 34 shares of iShares MSCI EAFE Small-Cap ETF worth $2K as of Q3 2018.
Vantage Investment Advisors sold 221 iShares MSCI EAFE Small-Cap ETF shares in Q3 2018, an estimated $13.8K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #713 holding.
Vantage Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2014 and has held it in 16 quarters since.
Vantage Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $27K in Q1 2018.
502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.