BEI
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Benjamin Edwards Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Benjamin Edwards Inc’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 		$200K Sell
2,556
-25,091
-91% -$2.04M ﹤0.01% 1313
2025
Q4 		$2.14M Sell
27,647
-724
-3% -$55.5K 0.02% 482
2025
Q3 		$2.18M Sell
28,371
-1,041
-4% -$77.9K 0.02% 472
2025
Q2 		$2.14M Buy
29,412
+24
+0.1% +$1.62K 0.03% 446
2025
Q1 		$1.87M Buy
29,388
+1,260
+4% +$79.6K 0.03% 434
2024
Q4 		$1.71M Sell
28,128
-28
-0.1% -$1.78K 0.02% 471
2024
Q3 		$1.91M Buy
+28,156
New +$1.81M 0.03% 445
2024
Q2 		– Sell
-23
Closed -$1K – 767
2024
Q1 		$1K Buy
+23
New +$1.41K ﹤0.01% 703
2022
Q3 		– Sell
-83
Closed -$5K – 737
2022
Q2 		$5K Buy
+83
New +$5.02K ﹤0.01% 624

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return