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 Q2	$3.46K	Hold	42	–	–	﹤0.01%	1046
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 $250B AUM 21.32% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Anchor Investment Management's SCZ Position: Q2 2026 in Review

Anchor Investment Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 42 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Anchor Investment Management first reported a position in SCZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.4K in Q4 2025. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Anchor Investment Management held 42 shares of iShares MSCI EAFE Small-Cap ETF worth $3.46K as of Q2 2026.
Anchor Investment Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1046 holding.
Anchor Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Anchor Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $13.4K in Q4 2025.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.