EC
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Estate Counselors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Estate Counselors’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
2021
Q4 		– Sell
-1,405
Closed -$104K – 182
2021
Q3 		$104K Hold
1,405
– – 0.01% 140
2021
Q2 		$104K Hold
1,405
– – 0.01% 134
2021
Q1 		$101K Hold
1,405
– – 0.01% 132
2020
Q4 		$96K Buy
+1,405
New +$88.7K 0.01% 107
2020
Q3 		– Sell
-1,475
Closed -$79K – 139
2020
Q2 		$79K Buy
+1,475
New +$74.3K 0.01% 129
2020
Q1 		– Sell
-6,150
Closed -$383K – 134
2019
Q4 		$383K Buy
+6,150
New +$370K 0.06% 69

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return