SYM Financial Corp’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

SYM Financial Corp’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	$1.96K	Hold	25	–	–	﹤0.01%	410
2025 Q4	$1.94K	Buy	+25	New	+$1.92K	﹤0.01%	413
2023 Q4	–	Sell	-84	Closed	-$4.74K	–	196
2023 Q3	$4.74K	Buy	+84	New	+$4.96K	﹤0.01%	172
2022 Q3	–	Sell	-33	Closed	-$2K	–	120
2022 Q2	$2K	Sell	33 -152	-82%	-$9.2K	﹤0.01%	111
2022 Q1	$12K	Buy	+185	New	+$12.6K	0.01%	99
2020 Q4	–	Sell	-185	Closed	-$11K	–	86
2020 Q3	$11K	Buy	+185	New	+$10.6K	0.01%	65
2019 Q3	–	Sell	-64	Closed	-$4K	–	71
2019 Q2	$4K	Buy	+64	New	+$3.69K	﹤0.01%	69
2018 Q1	–	Sell	-23	Closed	-$1K	–	75
2017 Q4	$1K	Buy	+23	New	+$1.45K	﹤0.01%	75

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

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 New York $761B AUM 31.28% 1-Year Est. Return