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iShares MSCI EAFE Small-Cap ETF - SCZ

iShares MSCI EAFE Small-Cap ETF - SCZ

Profile

Data Providers

Quote

  • nav ($)
    57.08
  • nav change
    0.04 / 0.1%
(As of Tuesday June 25, 2019)

Overview

  • distribution channel

    Institutional

  • ticker

    SCZ

  • category

    International Small/Mid-Cap Growth

  • management type

    Index

  • total assets

    $9.23B

Read description

Fund Scorecard

assets
$9B
Great
flows
$657M
Great
fees
0.39%
Lowest
turnover
8%
Lowest
performance
-6.94%
Average
manager tenure
6.8
Average

Advisors Using This Fund

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder
Courage Miller Partners, Llc
Capital Analysts, Inc.

Parametric Portfolio Associates Llc

Bkd Wealth Advisors, Llc

Bank Of Stockton

Lvz Advisors, Inc.
Archford Capital Strategies, Llc
Braver Wealth Management, Llc

Pictet Asset Management Ltd

Lord, Abbett & Co. Llc
Raymond James & Associates

Parkside Financial Bank & Trust

Wealthcare Capital Management Llc

Umb Bank N A/mo

Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Paracle Advisors, Llc

Suntrust Banks Inc

Fifth Third Bancorp

Ct Financial Advisors Llc
Copper Rock Capital Partners, Llc

M&t Bank Corp

Mai Capital Management
National Planning Corp
Financial Management Professionals, Inc.

Tiaa Cref Trust Co Fsb/mo

Lpl Financial Llc
Raymond James Financial Services Advisors, Inc.
Shoker Investment Counsel, Inc.
Evanson Asset Management, Llc

Ameriprise Financial Inc

West Coast Financial Llc

Asset Dedication, Llc

Citigroup Inc
Grubman Wealth Management
Tactical Allocation Group Llc
Hanson Mcclain, Inc.

State Of New Jersey Common Pension Fund D

Frontier Wealth Management Llc
Commonwealth Equity Services, Inc
Hightower Advisors, Llc

Cetera Investment Advisers

Wfg Advisors, Lp
Alerus Investment Advisors Corp

Signature Estate & Investment Advisors Llc

Efficient Advisors, Llc

St. Louis Trust Co

Integrated Wealth Management

Susquehanna International Group, Llp

Ballentine Partners, Llc
Aspiriant, Llc

Kalos Management, Inc.

Ibbotson Associates Inc
Transamerica Financial Advisors, Inc.
Fusion Investment Group, Llc
Axa
Independent Portfolio Consultants, Inc.
Cahill Financial Advisors Inc

American International Group Inc

Paradigm Financial Advisors, Llc
Citadel Advisors Llc
Concert Wealth Management Inc.
Milestone Group, Inc.
Raymond James Trust N.a.
Mariner Wealth Advisors, Llc

Massmutual Trust Co Fsb/adv

Allsquare Wealth Management Llc
Thrivent Financial For Lutherans
Northern Trust Corp
Gfs Advisors, Llc
Oakmont Partners Llc
Gradient Investments Llc
Signaturefd, Llc
Halbert, Hargrove/russell Llc

Ladenburg Thalmann Financial Services Inc

Comerica Bank

Ropes Wealth Advisors Llc

Central Bank & Trust Co

Gv Financial Advisors
Vantage Investment Advisors, Llc
Regal Investment Advisors Llc
Wellington Management Co Llp
Morgan Stanley
Charles Schwab Investment Advisory, Inc.
Elm Advisors, Llc
Modera Wealth Management, Llc
Sterling Capital Management Llc
Nottingham Advisors, Inc.
Alexandria Capital, Llc
Manchester Capital Management Llc
Moneta Group Investment Advisors Llc

Credit Suisse Ag/

Plante Moran Financial Advisors, Llc
Fca Corp /tx

Ledyard National Bank

Millennium Management Llc
Syntal Capital Partners, Llc

Pioneer Trust Bank N A/or

Hefren-Tillotson, Inc.

Montecito Bank & Trust

Wells Fargo & Company/mn
Cetera Advisors Llc
David R. Rahn & Associates Inc.
Capital Advisors, Ltd. Llc
Diversified Portfolios, Inc.

Royal Bank Of Canada

Fiera Capital Corp

Goldman Sachs Group Inc

State Street Corp

Argentus Capital Management, Llc
Ameritas Investment Partners, Inc.
Krasney Financial Llc
Indexiq Advisors Llc
Stifel Financial Corp
Financial Advisory Service, Inc.

First Interstate Bank

One Capital Management, Llc
Checchi Capital Advisers, Llc
Glassman Wealth Services

Traynor Capital Management, Inc.

Fund Evaluation Group, Llc
Pinnacle Summer Investments, Inc.
Rehmann Capital Advisory Group
Alesco Advisors Llc

Its Asset Management, L.p.

Ngam Advisors, L.p.
Earnest Partners Llc
Apriem Advisors
Warren Averett Asset Management, Llc

Ausdal Financial Partners, Inc.

Live Your Vision, Llc
Martin & Co Inc /tn/

Northwestern Mutual Wealth Management Co

Private Advisor Group, Llc
Riverpoint Capital Management, Llc
Lodestar Investment Counsel Llc/il
Simply Money Advisors

Moisand Fitzgerald Tamayo, Llc

Counsel Portfolio Services Inc.

Pnc Financial Services Group, Inc.

Prudential Financial Inc
Capital Directions Investment Advisors, Llc
Winslow, Evans & Crocker, Inc.

Bokf, Na

Steinberg Global Asset Management
Carroll Financial Associates, Inc.

Bank Of America Corp /de/

Regentatlantic Capital Llc
Panagora Asset Management Inc
Vicus Capital
Telos Capital Management, Inc.
Intersect Capital Llc

Flow Traders U.s. Llc

Baird Financial Group, Inc.
Nwam Llc
Ifrah Financial Services, Inc.
Oarsman Capital, Inc.
Brighton Jones Llc
Horizon Investment Services, Llc

Edmonds Duncan Registered Investment Advisors, Llc

Cypress Wealth Advisors Llc
American Economic Planning Group Inc /adv
Us Bancorp \de\
Blackrock Inc.
Gupta Wealth Management Llc
Lourd Capital, Llc
Etrade Capital Management Llc

Leith Wheeler Investment Counsel Ltd.

Alpha Omega Wealth Management Llc

Ubs Group Ag

Sandy Spring Bank

Wrapmanager Inc
Blair William & Co/il
Sanctuary Wealth Advisors, Llc
Douglass Winthrop Advisors, Llc
Fcg Advisors, Llc

Cibc World Markets Inc.

Mutual Of America Capital Management Corporation

Franklin Resources Inc

Metlife Securities, Inc
Bb&t Corp
Gemmer Asset Management Llc
Joel Isaacson & Co., Llc

Ifp Advisors, Inc

Ancora Advisors, Llc
Valley National Advisers Inc
Blackrock Fund Advisors
Tci Wealth Advisors, Inc.

Bbva Compass Bancshares, Inc

Dowling & Yahnke Llc
Benjamin F. Edwards & Company, Inc.
Clark Capital Management Group, Inc.

People's United Financial, Inc.

Davidson D A & Co
Pinnacle Wealth Management Advisory Group, Llc
Mission Wealth Management, Llc

Jones Financial Companies Lllp

Argent Trust Co

Ftb Advisors, Inc.
Camarda Financial Advisors, Llc
Pinnacle Associates Ltd
Bartlett & Co. Llc
Family Firm, Inc.

Oakworth Capital, Inc.

Sei Investments Co

High Point Bank & Trust Co

Cumberland Advisors Inc
Bank Of Hawaii

True Private Wealth Advisors

Colony Group Llc
Armbruster Capital Management, Inc.
Pittenger & Anderson Inc

Bank Of New York Mellon Corp

Rnc Capital Management Llc

Yorktown Management & Research Co Inc
Jpmorgan Chase & Co
Rmb Capital Management, Llc
Castleark Management Llc
Whalerock Point Partners, Llc

Schwab Charles Investment Management Inc

Manufacturers Life Insurance Company, The

Stratford Consulting, Llc
Wooster Corthell Wealth Management, Inc.
Tortoise Investment Management, Llc

Klingman & Associates, Llc

Baker Avenue Asset Management, Lp

Allegis Investment Advisors, Llc

Finemark National Bank & Trust

Bb&t Securities, Llc
Next Financial Group, Inc
Vestor Capital, Llc
Quadrant Capital Group Llc
Amerivest Investment Management Llc

Sunbelt Securities, Inc.

United Capital Financial Advisers, Llc
Strategic Wealth Advisors Group,inc.
Mycio Wealth Partners, Llc
Fmr Llc
Acropolis Investment Management, Llc
Cetera Advisor Networks Llc
Balentine Llc
Argi Investment Services, Llc
Hengehold Capital Management Llc
Blue Edge Capital, Llc
Buckingham Asset Management, Llc
Ferguson Wellman Capital Management, Inc
Balasa Dinverno & Foltz Llc

Mackenzie Financial Corp

Sensible Financial Planning & Management, Llc.

At Bancorp

Glenmede Trust Co Na
Victory Capital Management Inc

Peapack Gladstone Financial Corp

Cranbrook Wealth Management, Llc
Atria Investments Llc
Wealth Architects, Llc
Invesco Ltd.
Cobblestone Capital Advisors Llc /ny/
Brown Advisory Securities, Llc
Gamble Jones Investment Counsel
Fdx Advisors, Inc.
Brown Advisory Inc

Ubs Global Asset Management Americas Inc

Kernodle & Katon Asset Management Group, Llc

Mirae Asset Global Investments Co., Ltd.

Chesley Taft & Associates Llc/il
Palisades Hudson Asset Management, L.p.

Dubuque Bank & Trust Co

Blackrock Advisors Llc

Institute For Wealth Management, Llc.

Creative Planning

Blackrock Group Ltd

First Republic Investment Management, Inc.
Sigma Planning Corp
Coyle Financial Counsel, Inc.
Gofen & Glossberg Llc /il/
Ajo, Lp
Gerstein Fisher

Alps Advisors Inc

Empirical Financial Services, Llc

Bronfman E.l. Rothschild, L.p.

Financial Consulate, Inc
Savant Capital, Llc

Central Trust & Investment Co

Quantitative Advantage Llc

Lattice Strategies Llc

Cambridge Investment Research Advisors, Inc.
Advisory Alpha, Llc
Ronald Blue & Co Llc
Blackrock Investment Management, Llc
Advisory Services Network, Llc
Envestnet Asset Management Inc

Blackrock Japan Co. Ltd

Community Bank, N.a.

First Allied Advisory Services, Inc.
Hm Capital Management, Llc
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $9.23B

    (Through May 2019)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $657.07M

    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.39%

    Lowest
    There is no Fee data available to display at this time.

    Turnover

    turnover

    8%

    Lowest
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    -6.94%

    There is no Performance data available to display at this time.
    Peer Group consists of 220 International Small/Mid-Cap Growth funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 3.62
    Sharpe Ratio ² 0.39
    R-Squared ³ 0.61
    Beta ³ 0.85
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    International Small/Mid-Cap Growth

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present