VV
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Verity & Verity’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Verity & Verity’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 		– Sell
-3,453
Closed -$217K – 106
2018
Q2 		$217K Sell
3,453
-83
-2% -$5.43K 0.06% 99
2018
Q1 		$231K Buy
+3,536
New +$233K 0.06% 92

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Verity & Verity's SCZ Position: Q3 2018 in Review

Verity & Verity sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2018, closing a stake of 3,453 shares — an estimated $217K sold.

Verity & Verity first reported a position in SCZ in Q1 2018 and held it in 2 quarters. The position peaked at $231K in Q1 2018. 502 funds tracked by Wall St. Rank hold SCZ as of Q3 2018.

  • Verity & Verity reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Verity & Verity sold 3,453 iShares MSCI EAFE Small-Cap ETF shares in Q3 2018, an estimated $217K.
  • Verity & Verity first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and held it in 2 quarters.
  • Verity & Verity's iShares MSCI EAFE Small-Cap ETF position peaked at $231K in Q1 2018.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2018.

Based on Verity & Verity's 13F filing for Q3 2018, filed 16 Oct 2018.