CIC
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Cutler Investment Counsel’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Cutler Investment Counsel’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 		$643K Sell
7,819
-238
-3% -$19.9K 0.06% 99
2026
Q1 		$632K Sell
8,057
-350
-4% -$28.5K 0.07% 97
2025
Q4 		$652K Sell
8,407
-285
-3% -$21.8K 0.07% 96
2025
Q3 		$667K Sell
8,692
-665
-7% -$49.8K 0.07% 92
2025
Q2 		$680K Hold
9,357
– – 0.08% 90
2025
Q1 		$594K Buy
9,357
+1,539
+20% +$97.2K 0.07% 90
2024
Q4 		$475K Buy
7,818
+717
+10% +$45.6K 0.06% 99
2024
Q3 		$481K Hold
7,101
– – 0.06% 96
2024
Q2 		$438K Hold
7,101
– – 0.06% 96
2024
Q1 		$450K Buy
7,101
+1,637
+30% +$100K 0.06% 97
2023
Q4 		$338K Buy
5,464
+207
+4% +$11.8K 0.05% 114
2023
Q3 		$297K Sell
5,257
-1,810
-26% -$107K 0.05% 113
2023
Q2 		$417K Buy
7,067
+1,810
+34% +$108K 0.06% 102
2023
Q1 		$313K Sell
5,257
-419
-7% -$24.9K 0.05% 111
2022
Q4 		$321K Buy
+5,676
New +$305K 0.05% 109

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return