WEC
SCZ icon

Winslow Evans & Crocker’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-260
Closed -$18K – 1130
2018
Q2 		$18K Hold
260
– – 0.01% 696
2018
Q1 		$16.9K Hold
260
– – 0.01% 675
2017
Q4 		$16.8K Buy
+260
New +$16.4K 0.01% 697
2016
Q2 		– Sell
-430
Closed -$21.4K – 1305
2016
Q1 		$21.4K Hold
430
– – 0.01% 687
2015
Q4 		$21.5K Sell
430
-110
-20% -$5.5K 0.01% 729
2015
Q3 		$25.8K Buy
540
+200
+59% +$9.98K 0.01% 659
2015
Q2 		$17.3K Hold
340
– – ﹤0.01% 796
2015
Q1 		$16.8K Hold
340
– – ﹤0.01% 766
2014
Q4 		$15.9K Hold
340
– – ﹤0.01% 787
2014
Q3 		$16.5K Sell
340
-800
-70% -$40.9K ﹤0.01% 785
2014
Q2 		$60.3K Hold
1,140
– – 0.02% 460
2014
Q1 		$59.5K Hold
1,140
– – 0.02% 453
2013
Q4 		$58K Buy
+1,140
New +$56.5K 0.02% 489

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Winslow Evans & Crocker's SCZ Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2018, closing a stake of 260 shares — an estimated $18K sold.

Winslow Evans & Crocker first reported a position in SCZ in Q4 2013 and held it in 13 quarters. The position peaked at $60.3K in Q2 2014. 502 funds tracked by Wall St. Rank hold SCZ as of Q3 2018.

  • Winslow Evans & Crocker reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 260 iShares MSCI EAFE Small-Cap ETF shares in Q3 2018, an estimated $18K.
  • Winslow Evans & Crocker first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and held it in 13 quarters.
  • Winslow Evans & Crocker's iShares MSCI EAFE Small-Cap ETF position peaked at $60.3K in Q2 2014.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.