GIA
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Gladstone Institutional Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Gladstone Institutional Advisory’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 		$316K Buy
+4,032
New +$328K 0.01% 650
2022
Q3 		– Sell
-4,175
Closed -$228K – 676
2022
Q2 		$228K Buy
4,175
+142
+4% +$8.59K 0.02% 579
2022
Q1 		$268K Buy
+4,033
New +$274K 0.02% 586
2020
Q1 		– Sell
-4,237
Closed -$264K – 312
2019
Q4 		$264K Sell
4,237
-30
-0.7% -$1.8K 0.06% 209
2019
Q3 		$244K Buy
+4,267
New +$241K 0.06% 240
2019
Q2 		– Sell
-3,606
Closed -$207K – 288
2019
Q1 		$207K Sell
3,606
-410
-10% -$23K 0.08% 200
2018
Q4 		$208K Buy
+4,016
New +$225K 0.12% 159

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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