Longview Asset Management (California)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Longview Asset Management (California)’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 Q2	$168K	Hold	2,036	–	–	0.08%	47
2026 Q1	$160K	Hold	2,036	–	–	0.09%	47
2025 Q4	$158K	Hold	2,036	–	–	0.09%	48
2025 Q3	$156K	Hold	2,036	–	–	0.09%	48
2025 Q2	$148K	Hold	2,036	–	–	0.09%	43
2025 Q1	$129K	Hold	2,036	–	–	0.09%	45
2024 Q4	$124K	Buy	+2,036	New	+$130K	0.08%	46

Other funds holding SCZ

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return