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Advisor Resource Council’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Advisor Resource Council’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
2024
Q4 		– Sell
-7,867
Closed -$533K – 231
2024
Q3 		$533K Buy
+7,867
New +$506K 0.24% 110
2024
Q2 		– Sell
-5,526
Closed -$342K – 187
2024
Q1 		$342K Buy
+5,526
New +$338K 0.14% 159
2023
Q4 		– Sell
-3,587
Closed -$203K – 518
2023
Q3 		$203K Buy
+3,587
New +$212K 0.1% 147
2023
Q2 		– Sell
-6,874
Closed -$409K – 248
2023
Q1 		$409K Buy
6,874
+2,127
+45% +$126K 0.1% 181
2022
Q4 		$268K Buy
+4,747
New +$255K 0.13% 127
2021
Q3 		– Sell
-3,809
Closed -$282K – 437
2021
Q2 		$282K Buy
+3,809
New +$286K 0.03% 403

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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