Salem Investment Counselors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Salem Investment 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
2026 Q2	$20.6K	Hold	250	–	–	﹤0.01%	770
2026 Q1	$19.6K	Buy	+250	New	+$20.3K	﹤0.01%	755
2025 Q4	–	Sell	-250	Closed	-$19.2K	–	996
2025 Q3	$19.2K	Hold	250	–	–	﹤0.01%	750
2025 Q2	$18.2K	Hold	250	–	–	﹤0.01%	740
2025 Q1	$15.9K	Hold	250	–	–	﹤0.01%	756
2024 Q4	$15.2K	Hold	250	–	–	﹤0.01%	777
2024 Q3	$16.9K	Hold	250	–	–	﹤0.01%	769
2024 Q2	$15.4K	Hold	250	–	–	﹤0.01%	767
2024 Q1	$15.8K	Hold	250	–	–	﹤0.01%	758
2023 Q4	$15.5K	Hold	250	–	–	﹤0.01%	737
2023 Q3	$14.1K	Hold	250	–	–	﹤0.01%	731
2023 Q2	$14.7K	Hold	250	–	–	﹤0.01%	758
2023 Q1	$14.9K	Sell	250 -6	-2%	-$356	﹤0.01%	744
2022 Q4	$14.5K	Hold	256	–	–	﹤0.01%	715
2022 Q3	$12K	Hold	256	–	–	﹤0.01%	724
2022 Q2	$14K	Buy	256 +250	+4,167%	+$15.1K	﹤0.01%	733
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1093
2021 Q4	$0	Sell	6 -367	-98%	-$27.3K	﹤0.01%	1107
2021 Q3	$28K	Buy	+373	New	+$28.4K	﹤0.01%	587
2020 Q3	–	Sell	-58	Closed	-$3K	–	730
2020 Q2	$3K	Sell	58 -192	-77%	-$9.68K	﹤0.01%	631
2020 Q1	$11K	Buy	+250	New	+$13.9K	﹤0.01%	515

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Salem Investment Counselors's SCZ Position: Q2 2026 in Review

Salem Investment Counselors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 250 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Salem Investment Counselors first reported a position in SCZ in Q1 2020 and has held it in 21 quarters since. The position peaked at $28K in Q3 2021. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Salem Investment Counselors held 250 shares of iShares MSCI EAFE Small-Cap ETF worth $20.6K as of Q2 2026.
Salem Investment Counselors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #770 holding.
Salem Investment Counselors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2020 and has held it in 21 quarters since.
Salem Investment Counselors's iShares MSCI EAFE Small-Cap ETF position peaked at $28K in Q3 2021.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.