EFG
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Embree Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Embree Financial Group’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 		$364K Sell
4,647
-3
-0.1% -$244 0.04% 180
2025
Q4 		$361K Sell
4,650
-60
-1% -$4.6K 0.04% 173
2025
Q3 		$361K Sell
4,710
-680
-13% -$50.9K 0.05% 163
2025
Q2 		$392K Sell
5,390
-374
-6% -$25.3K 0.06% 147
2025
Q1 		$366K Sell
5,764
-47
-0.8% -$2.97K 0.06% 148
2024
Q4 		$353K Sell
5,811
-2,177
-27% -$138K 0.06% 143
2024
Q3 		$541K Sell
7,988
-106
-1% -$6.82K 0.1% 112
2024
Q2 		$499K Sell
8,094
-1,197
-13% -$75K 0.1% 111
2024
Q1 		$588K Sell
9,291
-1,027
-10% -$62.8K 0.12% 105
2023
Q4 		$639K Buy
+10,318
New +$589K 0.13% 92

Other funds holding SCZ

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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