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

Wealthfront’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
2015
Q3 		– Sell
-473
Closed -$24K – 1406
2015
Q2 		$24K Buy
473
+18
+4% +$938 ﹤0.01% 597
2015
Q1 		$23K Buy
455
+454
+45,400% +$21.9K ﹤0.01% 537
2014
Q4 		$0 Buy
+1
New +$47 ﹤0.01% 936
2014
Q3 		– Sell
-14
Closed -$1K – 714
2014
Q2 		$1K Buy
+14
New +$731 ﹤0.01% 581

Other funds holding SCZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's SCZ Position: Q3 2015 in Review

Wealthfront sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2015, closing a stake of 473 shares — an estimated $24K sold.

Wealthfront first reported a position in SCZ in Q2 2014 and held it in 4 quarters. The position peaked at $24K in Q2 2015. 286 funds tracked by Wall St. Rank hold SCZ as of Q3 2015.

  • Wealthfront reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 473 iShares MSCI EAFE Small-Cap ETF shares in Q3 2015, an estimated $24K.
  • Wealthfront first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2014 and held it in 4 quarters.
  • Wealthfront's iShares MSCI EAFE Small-Cap ETF position peaked at $24K in Q2 2015.
  • 286 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.