Windward Private Wealth Management Inc. Lowers Stake in iShares MSCI EAFE Small-Cap ETF $SCZ

Windward Private Wealth Management Inc. reduced its position in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ) by 4.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,637 shares of the company’s stock after selling 527 shares during the quarter. iShares MSCI EAFE Small-Cap ETF accounts for approximately 0.3% of Windward Private Wealth Management Inc.’s investment portfolio, making the stock its 27th biggest holding. Windward Private Wealth Management Inc.’s holdings in iShares MSCI EAFE Small-Cap ETF were worth $846,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the company. Ameritas Advisory Services LLC purchased a new stake in shares of iShares MSCI EAFE Small-Cap ETF during the 2nd quarter worth about $212,000. Pure Financial Advisors LLC raised its position in shares of iShares MSCI EAFE Small-Cap ETF by 86.6% during the 2nd quarter. Pure Financial Advisors LLC now owns 284,186 shares of the company’s stock worth $20,655,000 after purchasing an additional 131,865 shares during the last quarter. SOA Wealth Advisors LLC. acquired a new position in shares of iShares MSCI EAFE Small-Cap ETF during the 2nd quarter worth about $36,000. Greenleaf Trust acquired a new position in shares of iShares MSCI EAFE Small-Cap ETF during the 2nd quarter worth about $217,000. Finally, HB Wealth Management LLC raised its position in shares of iShares MSCI EAFE Small-Cap ETF by 173.8% during the 2nd quarter. HB Wealth Management LLC now owns 12,331 shares of the company’s stock worth $896,000 after purchasing an additional 7,827 shares during the last quarter.

iShares MSCI EAFE Small-Cap ETF Stock Up 1.1%

SCZ opened at $77.71 on Friday. iShares MSCI EAFE Small-Cap ETF has a twelve month low of $56.64 and a twelve month high of $77.88. The company has a 50-day moving average price of $75.58 and a 200 day moving average price of $70.84. The company has a market cap of $10.96 billion, a PE ratio of 14.79 and a beta of 0.96.

About iShares MSCI EAFE Small-Cap ETF

Santacruz Silver Mining Ltd. is a Canada-based company engaged in the operation, exploration and commercial exploitation of mining concessions in Mexico, with a primary focus on silver, but also, including gold, lead and zinc. The Company is focused on its producing property, the Rosario Mine. In addition, the Company is also exploring three other mineral properties, being the San Felipe Project, which is an advanced-stage project; the Gavilanes Project, which is an exploration project, and the El Gachi Property, which is an early-stage exploration project.