FCH
SCZ icon

Freestone Capital Holdings’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Freestone Capital Holdings’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 		$265K Sell
3,375
-690
-17% -$56.1K 0.01% 465
2025
Q4 		$315K Buy
+4,065
New +$312K 0.01% 413
2021
Q1 		– Sell
-291
Closed -$19.9K – 992
2020
Q4 		$19.9K Buy
291
+161
+124% +$10.2K ﹤0.01% 735
2020
Q3 		$7.69K Buy
+130
New +$7.45K ﹤0.01% 802
2019
Q4 		– Sell
-4,400
Closed -$252 – 399
2019
Q3 		$252 Buy
+4,400
New +$249K 0.01% 347
2018
Q4 		– Sell
-5,964
Closed -$371K – 449
2018
Q3 		$371K Buy
5,964
+1,633
+38% +$102K 0.02% 302
2018
Q2 		$272K Buy
+4,331
New +$283K 0.02% 324

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TWIM
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Fidelity Investments
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TCIIS
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Creative Planning
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BlackRock
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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