Aspect Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Aspect Partners’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	$256K	Sell	3,111 -235,939	-99%	-$19.8M	0.1%	72
2026 Q1	$18.7M	Buy	239,050 +223,846	+1,472%	+$18.2M	7.66%	2
2025 Q4	$1.18M	Sell	15,204 -216,907	-93%	-$16.6M	0.52%	32
2025 Q3	$17.8M	Sell	232,111 -3,438	-1%	-$257K	8.09%	3
2025 Q2	$17.1M	Buy	235,549 +231,260	+5,392%	+$15.7M	8.44%	2
2025 Q1	$272K	Sell	4,289 -437	-9%	-$27.6K	0.16%	57
2024 Q4	$287K	Sell	4,726 -533	-10%	-$33.9K	0.17%	59
2024 Q3	$356K	Sell	5,259 -169,320	-97%	-$10.9M	0.2%	49
2024 Q2	$10.8M	Buy	174,579 +160,983	+1,184%	+$10.1M	6.4%	4
2024 Q1	$861K	Buy	13,596 +702	+5%	+$42.9K	0.68%	30
2023 Q4	$798K	Buy	+12,894	New	+$736K	0.51%	31

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

Aspect Partners's SCZ Position: Q2 2026 in Review

Aspect Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 99% in Q2 2026, selling an estimated $19.8M and leaving 3,111 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #72.

Aspect Partners first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.7M in Q1 2026. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Aspect Partners held 3,111 shares of iShares MSCI EAFE Small-Cap ETF worth $256K as of Q2 2026.
Aspect Partners sold 235,939 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $19.8M.
iShares MSCI EAFE Small-Cap ETF made up 0.1% of Aspect Partners's portfolio in Q2 2026, its #72 holding.
Aspect Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $18.7M in Q1 2026.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.