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

Windsor 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
2015
Q4 		– Sell
-700
Closed -$33K – 380
2015
Q3 		$33K Buy
+700
New +$34.9K 0.02% 196
2013
Q4 		– Sell
-189
Closed -$9K – 409
2013
Q3 		$9K Buy
+189
New +$8.68K 0.01% 348

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
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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Windsor Capital Management's SCZ Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2015, closing a stake of 700 shares — an estimated $33K sold.

Windsor Capital Management first reported a position in SCZ in Q3 2013 and held it in 2 quarters. The position peaked at $33K in Q3 2015. 309 funds tracked by Wall St. Rank hold SCZ as of Q4 2015.

  • Windsor Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 700 iShares MSCI EAFE Small-Cap ETF shares in Q4 2015, an estimated $33K.
  • Windsor Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2013 and held it in 2 quarters.
  • Windsor Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $33K in Q3 2015.
  • 309 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.