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Wellspring Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wellspring Financial Advisors’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
2021
Q2 		– Sell
-10,426
Closed -$467K – 113
2021
Q1 		$467K Buy
+10,426
New +$740K 0.23% 43
2020
Q4 		– Sell
-7,757
Closed -$458K – 96
2020
Q3 		$458K Sell
7,757
-879
-10% -$50.4K 0.18% 52
2020
Q2 		$463K Sell
8,636
-1,790
-17% -$90.2K 0.19% 48
2020
Q1 		$467K Buy
+10,426
New +$579K 0.23% 43

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellspring Financial Advisors's SCZ Position: Q2 2021 in Review

Wellspring Financial Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2021, closing a stake of 10,426 shares — an estimated $467K sold.

Wellspring Financial Advisors first reported a position in SCZ in Q1 2020 and held it in 4 quarters. The position peaked at $467K in Q1 2021. 631 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

  • Wellspring Financial Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Wellspring Financial Advisors sold 10,426 iShares MSCI EAFE Small-Cap ETF shares in Q2 2021, an estimated $467K.
  • Wellspring Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2020 and held it in 4 quarters.
  • Wellspring Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $467K in Q1 2021.
  • 631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on Wellspring Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.