Eagle Rock Investment Company’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Eagle Rock Investment Company’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	$313K	Sell	3,801 -34	-0.9%	-$2.85K	0.04%	140
2026 Q1	$301K	Sell	3,835 -4	-0.1%	-$325	0.04%	142
2025 Q4	$298K	Sell	3,839 -4	-0.1%	-$307	0.04%	147
2025 Q3	$295K	Sell	3,843 -30	-0.8%	-$2.24K	0.04%	145
2025 Q2	$281K	Buy	3,873 +182	+5%	+$12.3K	0.04%	141
2025 Q1	$234K	Buy	+3,691	New	+$233K	0.04%	149
2024 Q4	–	Sell	-3,268	Closed	-$221K	–	157
2024 Q3	$221K	Buy	+3,268	New	+$210K	0.04%	147

Other funds holding SCZ

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

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

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return