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

Advisors 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
2024
Q3 		– Sell
-3,423
Closed -$211K – 511
2024
Q2 		$211K Buy
3,423
+24
+0.7% +$1.5K ﹤0.01% 461
2024
Q1 		$215K Sell
3,399
-49
-1% -$3K ﹤0.01% 451
2023
Q4 		$213K Buy
+3,448
New +$197K ﹤0.01% 439
2023
Q3 		– Sell
-3,433
Closed -$202K – 441
2023
Q2 		$202K Buy
3,433
+52
+2% +$3.11K ﹤0.01% 409
2023
Q1 		$201K Buy
+3,381
New +$201K 0.01% 416

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return