Auto-Owners Insurance’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Auto-Owners Insurance’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	$4.3M	Hold	52,300	–	–	0.1%	52
2026 Q1	$4.1M	Hold	52,300	–	–	0.09%	55
2025 Q4	$4.06M	Hold	52,300	–	–	0.09%	52
2025 Q3	$4.01M	Hold	52,300	–	–	0.1%	53
2025 Q2	$3.8M	Sell	52,300 -57,100	-52%	-$3.86M	0.08%	61
2025 Q1	$8.82M	Buy	109,400 +57,100	+109%	+$3.61M	0.23%	60
2024 Q4	$3.18M	Hold	52,300	–	–	0.07%	61
2024 Q3	$3.54M	Hold	52,300	–	–	0.09%	63
2024 Q2	$3.22M	Hold	52,300	–	–	0.09%	62
2024 Q1	$3.31M	Hold	52,300	–	–	0.09%	60
2023 Q4	$3.24M	Hold	52,300	–	–	0.1%	61
2023 Q3	$2.95M	Hold	52,300	–	–	0.1%	62
2023 Q2	$3.08M	Hold	52,300	–	–	0.1%	62
2023 Q1	$3.11M	Hold	52,300	–	–	0.11%	57
2022 Q4	$2.95M	Buy	+52,300	New	+$2.81M	0.11%	57

Other funds holding SCZ

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Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return