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

Criterion Capital 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
2024
Q4 		$346K Hold
5,620
– – 0.22% 61
2024
Q3 		$346K Hold
5,620
– – 0.22% 61
2024
Q2 		$346K Hold
5,620
– – 0.22% 61
2024
Q1 		$356K Buy
5,620
+208
+4% +$12.7K 0.24% 60
2023
Q4 		$335K Buy
+5,412
New +$309K 0.24% 63

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Criterion Capital Advisors's SCZ Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q4 2024 at 5,620 shares worth $346K. The position accounts for 0.22% of the portfolio, ranked #61.

Criterion Capital Advisors first reported a position in SCZ in Q4 2023 and has held it in 5 quarters since. The position peaked at $356K in Q1 2024. 705 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

  • Criterion Capital Advisors held 5,620 shares of iShares MSCI EAFE Small-Cap ETF worth $346K as of Q4 2024.
  • Criterion Capital Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q4 2024.
  • iShares MSCI EAFE Small-Cap ETF made up 0.22% of Criterion Capital Advisors's portfolio in Q4 2024, its #61 holding.
  • Criterion Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $356K in Q1 2024.
  • 705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.