Anchor Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Anchor Investment 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
2026 Q1	$3.29K	Sell	42 -131	-76%	-$10.7K	﹤0.01%	941
2025 Q4	$13.4K	Buy	173 +131	+312%	+$10K	﹤0.01%	779
2025 Q3	$3.22K	Hold	42	–	–	﹤0.01%	944
2025 Q2	$3.05K	Hold	42	–	–	﹤0.01%	927
2025 Q1	$2.67K	Hold	42	–	–	﹤0.01%	930
2024 Q4	$2.55K	Hold	42	–	–	﹤0.01%	921
2024 Q3	$2.84K	Hold	42	–	–	﹤0.01%	919
2024 Q2	$2.59K	Hold	42	–	–	﹤0.01%	892
2024 Q1	$2.66K	Hold	42	–	–	﹤0.01%	917
2023 Q4	$2.6K	Hold	42	–	–	﹤0.01%	862
2023 Q3	$2.37K	Sell	42 -10	-19%	-$590	﹤0.01%	887
2023 Q2	$3.07K	Hold	52	–	–	﹤0.01%	866
2023 Q1	$3.1K	Hold	52	–	–	﹤0.01%	873
2022 Q4	$2.94K	Hold	52	–	–	﹤0.01%	852
2022 Q3	$2.54K	Hold	52	–	–	﹤0.01%	870
2022 Q2	$2.84K	Hold	52	–	–	﹤0.01%	866
2022 Q1	$3.45K	Hold	52	–	–	﹤0.01%	877
2021 Q4	$3.8K	Hold	52	–	–	﹤0.01%	896
2021 Q3	$3.87K	Hold	52	–	–	﹤0.01%	805
2021 Q2	$3.86K	Hold	52	–	–	﹤0.01%	832
2021 Q1	$3.74K	Hold	52	–	–	﹤0.01%	814
2020 Q4	$3.55K	Buy	+52	New	+$3.28K	﹤0.01%	789

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Anchor Investment Management's SCZ Position: Q1 2026 in Review

Anchor Investment Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 76% in Q1 2026, selling an estimated $10.7K and leaving 42 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Anchor Investment Management first reported a position in SCZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.4K in Q4 2025. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Anchor Investment Management held 42 shares of iShares MSCI EAFE Small-Cap ETF worth $3.29K as of Q1 2026.
Anchor Investment Management sold 131 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $10.7K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #941 holding.
Anchor Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Anchor Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $13.4K in Q4 2025.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.