SIC
SCZ icon

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 – 997
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

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return