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Financial Counselors Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Financial Counselors Inc’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
2025
Q2 		– Sell
-24,476
Closed -$1.55M – 432
2025
Q1 		$1.55M Sell
24,476
-1,367
-5% -$86.4K 0.02% 291
2024
Q4 		$1.57M Buy
25,843
+552
+2% +$35.1K 0.02% 291
2024
Q3 		$1.71M Sell
25,291
-761
-3% -$49K 0.03% 289
2024
Q2 		$1.61M Sell
26,052
-429
-2% -$26.9K 0.03% 284
2024
Q1 		$1.68M Sell
26,481
-9,612
-27% -$588K 0.03% 281
2023
Q4 		$2.23M Buy
36,093
+179
+0.5% +$10.2K 0.04% 257
2023
Q3 		$2.03M Sell
35,914
-2,134
-6% -$126K 0.04% 254
2023
Q2 		$2.24M Hold
38,048
– – 0.05% 242
2023
Q1 		$2.26M Buy
38,048
+11,615
+44% +$690K 0.05% 237
2022
Q4 		$1.49M Sell
26,433
-459
-2% -$24.6K 0.03% 273
2022
Q3 		$1.31M Sell
26,892
-274
-1% -$15K 0.03% 272
2022
Q2 		$1.48M Buy
27,166
+314
+1% +$19K 0.03% 264
2022
Q1 		$1.78M Buy
26,852
+5,719
+27% +$388K 0.04% 262
2021
Q4 		$1.54M Buy
21,133
+1,509
+8% +$112K 0.03% 271
2021
Q3 		$1.46M Sell
19,624
-91
-0.5% -$6.93K 0.03% 288
2021
Q2 		$1.46M Buy
19,715
+459
+2% +$34.4K 0.03% 283
2021
Q1 		$1.38M Sell
19,256
-69,805
-78% -$4.95M 0.03% 282
2020
Q4 		$6.09M Buy
89,061
+72,110
+425% +$4.55M 0.15% 156
2020
Q3 		$1M Sell
16,951
-558
-3% -$32K 0.03% 285
2020
Q2 		$939K Sell
17,509
-17,896
-51% -$902K 0.03% 296
2020
Q1 		$1.59M Buy
35,405
+493
+1% +$27.4K 0.07% 212
2019
Q4 		$2.17M Buy
34,912
+300
+0.9% +$18K 0.08% 218
2019
Q3 		$1.98M Sell
34,612
-325
-0.9% -$18.4K 0.08% 216
2019
Q2 		$2M Buy
34,937
+886
+3% +$51.2K 0.08% 209
2019
Q1 		$1.96M Buy
34,051
+6,827
+25% +$382K 0.08% 209
2018
Q4 		$1.41M Buy
27,224
+23,693
+671% +$1.33M 0.07% 230
2018
Q3 		$220K Buy
+3,531
New +$220K 0.01% 452
2013
Q4 		– Sell
-4,457
Closed -$216K – 420
2013
Q3 		$216K Sell
4,457
-2,856
-39% -$131K 0.02% 370
2013
Q2 		$307K Buy
+7,313
New +$324K 0.03% 324

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Counselors Inc's SCZ Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 24,476 shares — an estimated $1.55M sold.

Financial Counselors Inc first reported a position in SCZ in Q2 2013 and held it in 29 quarters. The position peaked at $6.09M in Q4 2020. 717 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 24,476 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $1.55M.
  • Financial Counselors Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 29 quarters.
  • Financial Counselors Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $6.09M in Q4 2020.
  • 717 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.