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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Resource Council's SCZ Position: Q4 2024 in Review

Advisor Resource Council sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 7,867 shares — an estimated $533K sold.

Advisor Resource Council first reported a position in SCZ in Q2 2021 and held it in 6 quarters. The position peaked at $533K in Q3 2024. 707 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

Advisor Resource Council reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Advisor Resource Council sold 7,867 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $533K.
Advisor Resource Council first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and held it in 6 quarters.
Advisor Resource Council's iShares MSCI EAFE Small-Cap ETF position peaked at $533K in Q3 2024.
707 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Advisor Resource Council's 13F filing for Q4 2024, filed 26 Feb 2025.