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Aspiriant LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Aspiriant LLC’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 		$3.62M Sell
46,145
-6,738
-13% -$548K 0.1% 83
2025
Q4 		$4.1M Sell
52,883
-4,530
-8% -$347K 0.12% 80
2025
Q3 		$4.4M Sell
57,413
-737
-1% -$55.1K 0.13% 71
2025
Q2 		$4.23M Buy
58,150
+890
+2% +$60.2K 0.13% 71
2025
Q1 		$3.64M Hold
57,260
– – 0.13% 63
2024
Q4 		$3.48M Buy
57,260
+71
+0.1% +$4.52K 0.13% 70
2024
Q3 		$3.87M Sell
57,189
-1,738
-3% -$112K 0.15% 64
2024
Q2 		$3.63M Sell
58,927
-167
-0.3% -$10.5K 0.15% 65
2024
Q1 		$3.74M Buy
59,094
+1,320
+2% +$80.7K 0.15% 63
2023
Q4 		$3.58M Sell
57,774
-221
-0.4% -$12.6K 0.16% 63
2023
Q3 		$3.28M Sell
57,995
-82
-0.1% -$4.84K 0.17% 65
2023
Q2 		$3.43M Sell
58,077
-2,674
-4% -$160K 0.17% 63
2023
Q1 		$3.62M Buy
60,751
+2,060
+4% +$122K 0.19% 60
2022
Q4 		$3.31M Sell
58,691
-5,192
-8% -$279K 0.17% 65
2022
Q3 		$3.11M Sell
63,883
-10,933
-15% -$600K 0.15% 62
2022
Q2 		$4.09M Buy
74,816
+3,541
+5% +$214K 0.2% 59
2022
Q1 		$4.73M Buy
71,275
+5,167
+8% +$351K 0.26% 53
2021
Q4 		$4.83M Sell
66,108
-1,018
-2% -$75.6K 0.26% 52
2021
Q3 		$4.99M Buy
67,126
+2,612
+4% +$199K 0.29% 43
2021
Q2 		$4.79M Buy
64,514
+14,344
+29% +$1.08M 0.27% 40
2021
Q1 		$3.6M Sell
50,170
-1,037
-2% -$73.6K 0.23% 43
2020
Q4 		$3.5M Sell
51,207
-1,179
-2% -$74.4K 0.24% 43
2020
Q3 		$3.09M Sell
52,386
-617
-1% -$35.4K 0.24% 51
2020
Q2 		$2.84M Buy
53,003
+26,580
+101% +$1.34M 0.26% 44
2020
Q1 		$1.18M Buy
26,423
+16,831
+175% +$935K 0.12% 71
2019
Q4 		$598K Sell
9,592
-488
-5% -$29.3K 0.06% 124
2019
Q3 		$578K Buy
10,080
+978
+11% +$55.3K 0.05% 133
2019
Q2 		$522K Sell
9,102
-668
-7% -$38.6K 0.04% 145
2019
Q1 		$561K Sell
9,770
-13,783
-59% -$772K 0.05% 139
2018
Q4 		$1.22M Buy
+23,553
New +$1.32M 0.09% 97
2016
Q2 		– Sell
-5,765
Closed -$287K – 189
2016
Q1 		$287K Hold
5,765
– – 0.03% 153
2015
Q4 		$288K Sell
5,765
-7,831
-58% -$391K 0.03% 69
2015
Q3 		$675K Sell
13,596
-2,066
-13% -$103K 0.06% 61
2015
Q2 		$799K Buy
15,662
+9,687
+162% +$505K 0.08% 56
2015
Q1 		$296K Sell
5,975
-1,610
-21% -$77.8K 0.04% 74
2014
Q4 		$354K Sell
7,585
-3,129
-29% -$148K 0.05% 67
2014
Q3 		$520K Sell
10,714
-8,989
-46% -$459K 0.07% 54
2014
Q2 		$1.04M Hold
19,703
– – 0.14% 43
2014
Q1 		$1.03M Buy
19,703
+2,920
+17% +$150K 0.15% 49
2013
Q4 		$856K Buy
16,783
+991
+6% +$49.1K 0.13% 44
2013
Q3 		$766K Buy
15,792
+1,668
+12% +$76.6K 0.14% 30
2013
Q2 		$592K Buy
+14,124
New +$625K 0.09% 43

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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
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
BlackRock New York $5.72T 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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aspiriant LLC's SCZ Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 13% in Q1 2026, selling an estimated $548K and leaving 46,145 shares worth $3.62M. The position accounts for 0.1% of the portfolio, ranked #83.

Aspiriant LLC first reported a position in SCZ in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.99M in Q3 2021. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Aspiriant LLC held 46,145 shares of iShares MSCI EAFE Small-Cap ETF worth $3.62M as of Q1 2026.
  • Aspiriant LLC sold 6,738 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $548K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.1% of Aspiriant LLC's portfolio in Q1 2026, its #83 holding.
  • Aspiriant LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 42 quarters since.
  • Aspiriant LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $4.99M in Q3 2021.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.