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

Alerus Financial’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	$494	Hold	6	–	–	﹤0.01%	487
2026 Q1	$470	Hold	6	–	–	﹤0.01%	489
2025 Q4	$465	Hold	6	–	–	﹤0.01%	494
2025 Q3	$460	Hold	6	–	–	﹤0.01%	517
2025 Q2	$436	Buy	+6	New	+$406	﹤0.01%	494

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

Alerus Financial's SCZ Position: Q2 2026 in Review

Alerus Financial held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 6 shares worth $494. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Alerus Financial first reported a position in SCZ in Q2 2025 and has held it in 5 quarters since. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Alerus Financial held 6 shares of iShares MSCI EAFE Small-Cap ETF worth $494 as of Q2 2026.
Alerus Financial 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 Alerus Financial's portfolio in Q2 2026, its #487 holding.
Alerus Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.