Bank of Montreal’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 | $59.1M | Buy |
718,382
+186,696
| +35% | +$15.6M | 0.02% | 550 |
|
|
2026
Q1 | $41.7M | Sell |
531,686
-186,574
| -26% | -$15.2M | 0.02% | 597 |
|
|
2025
Q4 | $55.7M | Buy |
718,260
+27,439
| +4% | +$2.1M | 0.02% | 524 |
|
|
2025
Q3 | $53M | Buy |
690,821
+1,820
| +0.3% | +$136K | 0.02% | 476 |
|
|
2025
Q2 | $50.1M | Buy |
689,001
+16,788
| +2% | +$1.14M | 0.02% | 432 |
|
|
2025
Q1 | $42.7M | Sell |
672,213
-11,170
| -2% | -$706K | 0.02% | 468 |
|
|
2024
Q4 | $41.5M | Buy |
683,383
+13,375
| +2% | +$851K | 0.02% | 512 |
|
|
2024
Q3 | $45.3M | Sell |
670,008
-30,134
| -4% | -$1.94M | 0.02% | 500 |
|
|
2024
Q2 | $44.5M | Sell |
700,142
-32,038
| -4% | -$2.01M | 0.01% | 507 |
|
|
2024
Q1 | $46.4M | Sell |
732,180
-135,527
| -16% | -$8.29M | 0.01% | 463 |
|
|
2023
Q4 | $53.8M | Buy |
867,707
+156,994
| +22% | +$8.97M | 0.02% | 454 |
|
|
2023
Q3 | $41.4M | Sell |
710,713
-34,148
| -5% | -$2.01M | 0.01% | 472 |
|
|
2023
Q2 | $45.1M | Sell |
744,861
-5,330
| -0.7% | -$319K | 0.02% | 449 |
|
|
2023
Q1 | $44.7M | Buy |
750,191
+13,879
| +2% | +$824K | 0.02% | 416 |
|
|
2022
Q4 | $41.7M | Buy |
736,312
+84,232
| +13% | +$4.52M | 0.02% | 445 |
|
|
2022
Q3 | $34.6K | Sell |
652,080
-3,097
| -0.5% | -$170K | 0.02% | 486 |
|
|
2022
Q2 | $36.6K | Buy |
655,177
+20,905
| +3% | +$1.26M | 0.02% | 532 |
|
|
2022
Q1 | $42.7M | Sell |
634,272
-99,189
| -14% | -$6.74M | 0.02% | 522 |
|
|
2021
Q4 | $53.7M | Buy |
733,461
+89,848
| +14% | +$6.67M | 0.03% | 410 |
|
|
2021
Q3 | $49.6M | Buy |
643,613
+13,065
| +2% | +$994K | 0.02% | 560 |
|
|
2021
Q2 | $47.2M | Buy |
630,548
+466,424
| +284% | +$35M | 0.02% | 532 |
|
|
2021
Q1 | $12.2M | Sell |
164,124
-131,871
| -45% | -$9.36M | 0.01% | 916 |
|
|
2020
Q4 | $20.6M | Buy |
295,995
+736
| +0.2% | +$46.4K | 0.01% | 700 |
|
|
2020
Q3 | $17.7M | Sell |
295,259
-9,503
| -3% | -$545K | 0.01% | 625 |
|
|
2020
Q2 | $16.5M | Buy |
304,762
+34,403
| +13% | +$1.73M | 0.02% | 659 |
|
|
2020
Q1 | $11.7M | Buy |
270,359
+30,613
| +13% | +$1.7M | 0.01% | 653 |
|
|
2019
Q4 | $14.9M | Buy |
239,746
+3,522
| +1% | +$212K | 0.01% | 789 |
|
|
2019
Q3 | $13.5M | Sell |
236,224
-1,153,830
| -83% | -$65.2M | 0.01% | 759 |
|
|
2019
Q2 | $79.8M | Sell |
1,390,054
-6,353
| -0.5% | -$367K | 0.07% | 251 |
|
|
2019
Q1 | $80.2M | Buy |
1,396,407
+404,138
| +41% | +$22.6M | 0.07% | 239 |
|
|
2018
Q4 | $51.4M | Sell |
992,269
-238,236
| -19% | -$13.3M | 0.05% | 315 |
|
|
2018
Q3 | $76.6M | Buy |
1,230,505
+200,598
| +19% | +$12.5M | 0.06% | 279 |
|
|
2018
Q2 | $64.6M | Buy |
1,029,907
+512,043
| +99% | +$33.5M | 0.05% | 294 |
|
|
2018
Q1 | $33.8M | Buy |
517,864
+324,781
| +168% | +$21.4M | 0.03% | 457 |
|
|
2017
Q4 | $12.5M | Buy |
193,083
+2,325
| +1% | +$146K | 0.01% | 779 |
|
|
2017
Q3 | $11.8M | Sell |
190,758
-475,769
| -71% | -$28.5M | 0.01% | 785 |
|
|
2017
Q2 | $38.6M | Buy |
666,527
+449,506
| +207% | +$25.6M | 0.04% | 403 |
|
|
2017
Q1 | $11.8M | Buy |
217,021
+37,673
| +21% | +$1.98M | 0.01% | 753 |
|
|
2016
Q4 | $8.9M | Sell |
179,348
-100,183
| -36% | -$5.05M | 0.01% | 846 |
|
|
2016
Q3 | $14.7M | Buy |
279,531
+101,658
| +57% | +$5.15M | 0.02% | 662 |
|
|
2016
Q2 | $8.58M | Buy |
177,873
+6,607
| +4% | +$332K | 0.01% | 880 |
|
|
2016
Q1 | $8.53M | Sell |
171,266
-3,696
| -2% | -$174K | 0.01% | 794 |
|
|
2015
Q4 | $8.74M | Buy |
174,962
+2,648
| +2% | +$132K | 0.01% | 779 |
|
|
2015
Q3 | $8.23M | Sell |
172,314
-1,463
| -0.8% | -$73K | 0.01% | 787 |
|
|
2015
Q2 | $8.87M | Buy |
173,777
+3,712
| +2% | +$194K | 0.01% | 865 |
|
|
2015
Q1 | $8.41M | Buy |
170,065
+3,515
| +2% | +$170K | 0.01% | 870 |
|
|
2014
Q4 | $7.78M | Buy |
166,550
+12,166
| +8% | +$574K | 0.01% | 880 |
|
|
2014
Q3 | $7.49M | Buy |
154,384
+3,256
| +2% | +$166K | 0.01% | 926 |
|
|
2014
Q2 | $8M | Buy |
151,128
+2,740
| +2% | +$143K | 0.01% | 900 |
|
|
2014
Q1 | $7.75M | Buy |
148,388
+1,371
| +0.9% | +$70.3K | 0.01% | 764 |
|
|
2013
Q4 | $7.5M | Buy |
147,017
+468
| +0.3% | +$23.2K | 0.01% | 690 |
|
|
2013
Q3 | $7.11M | Buy |
146,549
+6,626
| +5% | +$304K | 0.01% | 640 |
|
|
2013
Q2 | $5.87M | Buy |
+139,923
| New | +$6.19M | 0.01% | 679 |
|
Other funds holding SCZ
TWIM
TCIIS
CCWM
Bank of Montreal's SCZ Position: Q2 2026 in Review
Bank of Montreal increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 35% in Q2 2026, buying an estimated $15.6M and bringing the position to 718,382 shares worth $59.1M. The position accounts for 0.02% of the portfolio, ranked #550.
Bank of Montreal first reported a position in SCZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $80.2M in Q1 2019. 676 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.
- Bank of Montreal held 718,382 shares of iShares MSCI EAFE Small-Cap ETF worth $59.1M as of Q2 2026.
- Bank of Montreal bought 186,696 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $15.6M.
- iShares MSCI EAFE Small-Cap ETF made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #550 holding.
- Bank of Montreal first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's iShares MSCI EAFE Small-Cap ETF position peaked at $80.2M in Q1 2019.
- 676 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.