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

Vestor Capital’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
Q4 		– Sell
-1,522
Closed -$90K – 211
2020
Q3 		$90K Buy
+1,522
New +$87.2K 0.01% 106
2020
Q1 		$2.08M Sell
46,331
-14,928
-24% -$830K 0.41% 56
2019
Q4 		$3.81M Sell
61,259
-3,107
-5% -$187K 0.58% 55
2019
Q3 		$3.68M Sell
64,366
-2,817
-4% -$159K 0.62% 51
2019
Q2 		$3.86M Buy
67,183
+304
+0.5% +$17.6K 0.68% 45
2019
Q1 		$3.84M Buy
66,879
+2,401
+4% +$134K 0.7% 46
2018
Q4 		$3.34M Buy
64,478
+2,666
+4% +$149K 0.73% 43
2018
Q3 		$3.85M Buy
61,812
+105
+0.2% +$6.56K 0.75% 45
2018
Q2 		$3.87M Sell
61,707
-515
-0.8% -$33.7K 0.79% 44
2018
Q1 		$4.06M Buy
62,222
+1,787
+3% +$118K 0.84% 43
2017
Q4 		$3.9M Buy
60,435
+665
+1% +$41.8K 0.84% 44
2017
Q3 		$3.71M Buy
59,770
+801
+1% +$47.9K 0.83% 45
2017
Q2 		$3.41M Buy
58,969
+477
+0.8% +$27.2K 0.83% 47
2017
Q1 		$3.17M Buy
58,492
+773
+1% +$40.6K 0.69% 56
2016
Q4 		$2.88M Sell
57,719
-1,867
-3% -$94.2K 0.76% 47
2016
Q3 		$3.12M Buy
59,586
+1,560
+3% +$79.1K 0.85% 45
2016
Q2 		$2.8M Buy
58,026
+79
+0.1% +$3.97K 0.79% 47
2016
Q1 		$2.89M Sell
57,947
-385
-0.7% -$18.1K 0.84% 46
2015
Q4 		$2.91M Sell
58,332
-468
-0.8% -$23.4K 0.86% 46
2015
Q3 		$2.81M Buy
58,800
+833
+1% +$41.6K 0.89% 44
2015
Q2 		$2.96M Sell
57,967
-400
-0.7% -$20.9K 0.89% 44
2015
Q1 		$2.89M Sell
58,367
-1,450
-2% -$70.1K 0.96% 43
2014
Q4 		$2.79M Buy
+59,817
New +$2.82M 0.82% 52

Other funds holding SCZ

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Vestor Capital's SCZ Position: Q4 2020 in Review

Vestor Capital sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2020, closing a stake of 1,522 shares — an estimated $90K sold.

Vestor Capital first reported a position in SCZ in Q4 2014 and held it in 23 quarters. The position peaked at $4.06M in Q1 2018. 570 funds tracked by Wall St. Rank hold SCZ as of Q4 2020.

  • Vestor Capital reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Vestor Capital sold 1,522 iShares MSCI EAFE Small-Cap ETF shares in Q4 2020, an estimated $90K.
  • Vestor Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and held it in 23 quarters.
  • Vestor Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $4.06M in Q1 2018.
  • 570 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2020.

Based on Vestor Capital's 13F filing for Q4 2020, filed 12 Feb 2021.