Atlas Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.03M | Sell |
24,650
-1,345
| -5% | -$113K | 0.22% | 94 |
|
|
2026
Q1 | $2.04M | Sell |
25,995
-57
| -0.2% | -$4.63K | 0.23% | 92 |
|
|
2025
Q4 | $2.02M | Buy |
+26,052
| New | +$2M | 0.22% | 96 |
|
|
2025
Q2 | $2.38M | Buy |
32,714
+1,149
| +4% | +$77.8K | 0.29% | 78 |
|
|
2025
Q1 | $2.01M | Sell |
31,565
-1,166
| -4% | -$73.7K | 0.25% | 82 |
|
|
2024
Q4 | $1.99M | Buy |
32,731
+137
| +0.4% | +$8.71K | 0.25% | 81 |
|
|
2024
Q3 | $2.21M | Buy |
32,594
+1,677
| +5% | +$108K | 0.34% | 68 |
|
|
2024
Q2 | $1.91M | Buy |
30,917
+3,358
| +12% | +$211K | 0.25% | 83 |
|
|
2024
Q1 | $1.75M | Sell |
27,559
-806
| -3% | -$49.3K | 0.27% | 75 |
|
|
2023
Q4 | $1.76M | Sell |
28,365
-2,559
| -8% | -$146K | 0.25% | 73 |
|
|
2023
Q3 | $1.75M | Buy |
30,924
+115
| +0.4% | +$6.79K | 0.29% | 68 |
|
|
2023
Q2 | $1.82M | Buy |
30,809
+84
| +0.3% | +$5.02K | 0.28% | 70 |
|
|
2023
Q1 | $1.83M | Buy |
30,725
+370
| +1% | +$22K | 0.29% | 66 |
|
|
2022
Q4 | $1.71M | Sell |
30,355
-1,770
| -6% | -$95K | 0.29% | 69 |
|
|
2022
Q3 | $1.57M | Sell |
32,125
-5,570
| -15% | -$305K | 0.29% | 69 |
|
|
2022
Q2 | $2.06M | Sell |
37,695
-1,088
| -3% | -$65.8K | 0.35% | 59 |
|
|
2022
Q1 | $2.57M | Sell |
38,783
-12,627
| -25% | -$857K | 0.4% | 58 |
|
|
2021
Q4 | $3.76M | Buy |
51,410
+19,902
| +63% | +$1.48M | 0.56% | 44 |
|
|
2021
Q3 | $2.34M | Buy |
31,508
+1,236
| +4% | +$94.1K | 0.38% | 55 |
|
|
2021
Q2 | $2.24M | Buy |
30,272
+4,446
| +17% | +$334K | 0.38% | 61 |
|
|
2021
Q1 | $1.86M | Hold |
25,826
| – | – | 0.36% | 67 |
|
|
2020
Q4 | $1.77M | Hold |
25,826
| – | – | 0.37% | 61 |
|
|
2020
Q3 | $1.52M | Sell |
25,826
-7,700
| -23% | -$441K | 0.36% | 64 |
|
|
2020
Q2 | $1.8M | Sell |
33,526
-10,184
| -23% | -$513K | 0.42% | 52 |
|
|
2020
Q1 | $1.96M | Buy |
43,710
+31,872
| +269% | +$1.77M | 0.58% | 33 |
|
|
2019
Q4 | $737K | Sell |
11,838
-629
| -5% | -$37.8K | 0.18% | 145 |
|
|
2019
Q3 | $713K | Buy |
12,467
+5,275
| +73% | +$298K | 0.21% | 139 |
|
|
2019
Q2 | $413K | Hold |
7,192
| – | – | 0.14% | 193 |
|
|
2019
Q1 | $413K | Hold |
7,192
| – | – | 0.15% | 174 |
|
|
2018
Q4 | $373K | Sell |
7,192
-12,468
| -63% | -$698K | 0.15% | 176 |
|
|
2018
Q3 | $1.22M | Buy |
19,660
+5,012
| +34% | +$313K | 0.41% | 67 |
|
|
2018
Q2 | $923K | Buy |
14,648
+2,284
| +18% | +$149K | 0.33% | 84 |
|
|
2018
Q1 | $806K | Buy |
+12,364
| New | +$816K | 0.25% | 123 |
|
Other funds holding SCZ
TWIM
TCIIS
Atlas Capital Advisors's SCZ Position: Q2 2026 in Review
Atlas Capital Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.2% in Q2 2026, selling an estimated $113K and leaving 24,650 shares worth $2.03M. The position accounts for 0.22% of the portfolio, ranked #94.
Atlas Capital Advisors first reported a position in SCZ in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.76M in Q4 2021. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.
- Atlas Capital Advisors held 24,650 shares of iShares MSCI EAFE Small-Cap ETF worth $2.03M as of Q2 2026.
- Atlas Capital Advisors sold 1,345 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $113K.
- iShares MSCI EAFE Small-Cap ETF made up 0.22% of Atlas Capital Advisors's portfolio in Q2 2026, its #94 holding.
- Atlas Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and has held it in 33 quarters since.
- Atlas Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $3.76M in Q4 2021.
- 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.
Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.