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

Virtue 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
2018
Q2 		– Sell
-373
Closed -$25K – 413
2018
Q1 		$25K Sell
373
-87
-19% -$5.74K 0.01% 295
2017
Q4 		$30K Buy
+460
New +$28.9K 0.02% 274

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Virtue Capital Management's SCZ Position: Q2 2018 in Review

Virtue Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2018, closing a stake of 373 shares — an estimated $25K sold.

Virtue Capital Management first reported a position in SCZ in Q4 2017 and held it in 2 quarters. The position peaked at $30K in Q4 2017. 493 funds tracked by Wall St. Rank hold SCZ as of Q2 2018.

  • Virtue Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Virtue Capital Management sold 373 iShares MSCI EAFE Small-Cap ETF shares in Q2 2018, an estimated $25K.
  • Virtue Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 2 quarters.
  • Virtue Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $30K in Q4 2017.
  • 493 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2018.

Based on Virtue Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.