Arvest Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Arvest Trust’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 Q2	$20.7M	Buy	+335,431	New	+$21M	1.23%	23

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Arvest Trust's SCZ Position: Q2 2024 in Review

Arvest Trust opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024: 335,431 shares worth $20.7M. The stake represents 1.23% of the portfolio and ranks #23 among its holdings.

660 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

Arvest Trust held 335,431 shares of iShares MSCI EAFE Small-Cap ETF worth $20.7M as of Q2 2024.
iShares MSCI EAFE Small-Cap ETF was a new Arvest Trust position in Q2 2024.
iShares MSCI EAFE Small-Cap ETF made up 1.23% of Arvest Trust's portfolio in Q2 2024, its #23 holding.
660 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Arvest Trust's 13F filing for Q2 2024, filed 9 Aug 2024.