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

WealthTrust-Arizona’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
Q4 		– Sell
-75
Closed -$5K – 717
2018
Q3 		$5K Hold
75
– – ﹤0.01% 512
2018
Q2 		$5K Buy
75
+1
+1% +$65 ﹤0.01% 511
2018
Q1 		$5K Hold
74
– – ﹤0.01% 501
2017
Q4 		$5K Buy
74
+1
+1% +$63 ﹤0.01% 504
2017
Q3 		$5K Buy
+73
New +$4.37K ﹤0.01% 506

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
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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthTrust-Arizona's SCZ Position: Q4 2018 in Review

WealthTrust-Arizona sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2018, closing a stake of 75 shares — an estimated $5K sold.

WealthTrust-Arizona first reported a position in SCZ in Q3 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 540 funds tracked by Wall St. Rank hold SCZ as of Q4 2018.

  • WealthTrust-Arizona reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 75 iShares MSCI EAFE Small-Cap ETF shares in Q4 2018, an estimated $5K.
  • WealthTrust-Arizona first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and held it in 5 quarters.
  • WealthTrust-Arizona's iShares MSCI EAFE Small-Cap ETF position peaked at $5K in Q3 2018.
  • 540 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.