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

Ancora Advisors’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	$602K	Hold	7,677	–	–	0.01%	489
2025 Q4	$595K	Buy	7,677 +2,132	+38%	+$163K	0.01%	499
2025 Q3	$425K	Hold	5,545	–	–	0.01%	581
2025 Q2	$403K	Sell	5,545 -18	-0.3%	-$1.22K	0.01%	575
2025 Q1	$353K	Buy	5,563 +18	+0.3%	+$1.14K	0.01%	590
2024 Q4	$337K	Hold	5,545	–	–	0.01%	599
2024 Q3	$375K	Hold	5,545	–	–	0.01%	565
2024 Q2	$342K	Hold	5,545	–	–	0.01%	565
2024 Q1	$351K	Hold	5,545	–	–	0.01%	561
2023 Q4	$343K	Hold	5,545	–	–	0.01%	568
2023 Q3	$313K	Hold	5,545	–	–	0.01%	568
2023 Q2	$327K	Sell	5,545 -137	-2%	-$8.19K	0.01%	544
2023 Q1	$338K	Buy	5,682 +137	+2%	+$8.13K	0.01%	545
2022 Q4	$313K	Hold	5,545	–	–	0.01%	581
2022 Q3	$270K	Hold	5,545	–	–	0.01%	655
2022 Q2	$303K	Hold	5,545	–	–	0.01%	646
2022 Q1	$368K	Hold	5,545	–	–	0.01%	626
2021 Q4	$405K	Hold	5,545	–	–	0.01%	602
2021 Q3	$413K	Hold	5,545	–	–	0.01%	593
2021 Q2	$411K	Hold	5,545	–	–	0.01%	590
2021 Q1	$398K	Hold	5,545	–	–	0.01%	571
2020 Q4	$379K	Hold	5,545	–	–	0.01%	518
2020 Q3	$327K	Hold	5,545	–	–	0.01%	518
2020 Q2	$297K	Hold	5,545	–	–	0.01%	537
2020 Q1	$249K	Hold	5,545	–	–	0.01%	601
2019 Q4	$345K	Hold	5,545	–	–	0.01%	551
2019 Q3	$317K	Hold	5,545	–	–	0.01%	530
2019 Q2	$318K	Hold	5,545	–	–	0.01%	490
2019 Q1	$319K	Hold	5,545	–	–	0.01%	494
2018 Q4	$287K	Sell	5,545 -139	-2%	-$7.78K	0.01%	503
2018 Q3	$354K	Buy	5,684 +105	+2%	+$6.56K	0.01%	547
2018 Q2	$350K	Hold	5,579	–	–	0.02%	554
2018 Q1	$363K	Buy	5,579 +34	+0.6%	+$2.24K	0.02%	533
2017 Q4	$358K	Sell	5,545 -344	-6%	-$21.6K	0.02%	497
2017 Q3	$365K	Hold	5,889	–	–	0.02%	517
2017 Q2	$341K	Buy	5,889 +344	+6%	+$19.6K	0.02%	493
2017 Q1	$300K	Sell	5,545 -180	-3%	-$9.46K	0.02%	513
2016 Q4	$285K	Hold	5,725	–	–	0.02%	496
2016 Q3	$300K	Hold	5,725	–	–	0.03%	417
2016 Q2	$276K	Sell	5,725 -17	-0.3%	-$854	0.03%	404
2016 Q1	$286K	Buy	5,742 +282	+5%	+$13.3K	0.04%	390
2015 Q4	$273K	Hold	5,460	–	–	0.03%	402
2015 Q3	$261K	Hold	5,460	–	–	0.03%	406
2015 Q2	$279K	Buy	+5,460	New	+$285K	0.03%	415

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

Ancora Advisors's SCZ Position: Q1 2026 in Review

Ancora Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 7,677 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #489.

Ancora Advisors first reported a position in SCZ in Q2 2015 and has held it in 44 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Ancora Advisors held 7,677 shares of iShares MSCI EAFE Small-Cap ETF worth $602K as of Q1 2026.
Ancora Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #489 holding.
Ancora Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and has held it in 44 quarters since.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.