Alberta Investment Management Corp (AIMCo)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2025 Q2	–	Sell	-720,092	Closed	-$45.7M	–	860
2025 Q1	$45.7M	Sell	720,092 -185,000	-20%	-$11.7M	0.31%	62
2024 Q4	$55M	Buy	905,092 +340,035	+60%	+$21.6M	0.37%	50
2024 Q3	$38.3M	Buy	565,057 +468,740	+487%	+$30.2M	0.33%	67
2024 Q2	$5.94M	Sell	96,317 -317,481	-77%	-$19.9M	0.06%	190
2024 Q1	$26.2M	Buy	+413,798	New	+$25.3M	0.27%	79
2017 Q2	–	Sell	-2,741,411	Closed	-$148M	–	827
2017 Q1	$148M	Buy	+2,741,411	New	+$144M	1.27%	15

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s SCZ Position: Q2 2025 in Review

Alberta Investment Management Corp (AIMCo) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 720,092 shares — an estimated $45.7M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in SCZ in Q1 2017 and held it in 6 quarters. The position peaked at $148M in Q1 2017. 715 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

Alberta Investment Management Corp (AIMCo) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 720,092 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $45.7M.
Alberta Investment Management Corp (AIMCo) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and held it in 6 quarters.
Alberta Investment Management Corp (AIMCo)'s iShares MSCI EAFE Small-Cap ETF position peaked at $148M in Q1 2017.
715 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2025, filed 8 Aug 2025.