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

WFG 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
2017
Q2 		$1.05M Buy
18,105
+2,461
+16% +$140K 0.24% 107
2017
Q1 		$847K Buy
15,644
+3,828
+32% +$201K 0.23% 106
2016
Q4 		$589K Buy
11,816
+5,233
+79% +$264K 0.14% 187
2016
Q3 		$345K Buy
6,583
+2,646
+67% +$134K 0.09% 236
2016
Q2 		$190K Buy
3,937
+1,912
+94% +$96K 0.05% 357
2016
Q1 		$101K Buy
2,025
+480
+31% +$22.6K 0.03% 468
2015
Q4 		$77K Sell
1,545
-1,914
-55% -$95.7K 0.02% 540
2015
Q3 		$165K Buy
3,459
+20
+0.6% +$998 0.05% 329
2015
Q2 		$175K Hold
3,439
– – 0.05% 377
2015
Q1 		$170K Buy
3,439
+35
+1% +$1.69K 0.05% 393
2014
Q4 		$159K Sell
3,404
-1,025
-23% -$48.4K 0.03% 503
2014
Q3 		$215K Sell
4,429
-210
-5% -$10.7K 0.04% 430
2014
Q2 		$245K Sell
4,639
-2,390
-34% -$125K 0.05% 409
2014
Q1 		$367K Buy
7,029
+250
+4% +$12.8K 0.07% 302
2013
Q4 		$346K Buy
6,779
+426
+7% +$21.1K 0.05% 393
2013
Q3 		$308K Sell
6,353
-16,210
-72% -$744K 0.05% 385
2013
Q2 		$946K Buy
+22,563
New +$998K 0.16% 161

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

WFG Advisors's SCZ Position: Q2 2017 in Review

WFG Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 16% in Q2 2017, buying an estimated $140K and bringing the position to 18,105 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #107.

WFG Advisors first reported a position in SCZ in Q2 2013 and has held it in 17 quarters since. 360 funds tracked by Wall St. Rank hold SCZ as of Q2 2017.

  • WFG Advisors held 18,105 shares of iShares MSCI EAFE Small-Cap ETF worth $1.05M as of Q2 2017.
  • WFG Advisors bought 2,461 iShares MSCI EAFE Small-Cap ETF shares in Q2 2017, an estimated $140K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.24% of WFG Advisors's portfolio in Q2 2017, its #107 holding.
  • WFG Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 17 quarters since.
  • 360 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.