BayBridge Capital Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

BayBridge Capital Group’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	$1.12M	Buy	13,563 +444	+3%	+$37.2K	0.58%	43
2026 Q1	$1.02M	Hold	13,119	–	–	0.63%	45
2025 Q4	$1.02M	Sell	13,119 -423	-3%	-$32.4K	0.63%	45
2025 Q3	$1.04M	Sell	13,542 -1,673	-11%	-$125K	0.66%	45
2025 Q2	$1.11M	Buy	15,215 +64	+0.4%	+$4.33K	0.71%	44
2025 Q1	$963K	Buy	15,151 +133	+0.9%	+$8.4K	0.69%	45
2024 Q4	$912K	Buy	15,018 +517	+4%	+$32.9K	0.66%	46
2024 Q3	$982K	Buy	14,501 +314	+2%	+$20.2K	0.71%	46
2024 Q2	$874K	Buy	14,187 +394	+3%	+$24.7K	0.68%	47
2024 Q1	$842K	Sell	13,793 -566	-4%	-$34.6K	0.73%	46
2023 Q4	$879K	Buy	+14,359	New	+$820K	0.82%	44

Other funds holding SCZ

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

BayBridge Capital Group's SCZ Position: Q2 2026 in Review

BayBridge Capital Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.4% in Q2 2026, buying an estimated $37.2K and bringing the position to 13,563 shares worth $1.12M. The position accounts for 0.58% of the portfolio, ranked #43.

BayBridge Capital Group first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 188 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

BayBridge Capital Group held 13,563 shares of iShares MSCI EAFE Small-Cap ETF worth $1.12M as of Q2 2026.
BayBridge Capital Group bought 444 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $37.2K.
iShares MSCI EAFE Small-Cap ETF made up 0.58% of BayBridge Capital Group's portfolio in Q2 2026, its #43 holding.
BayBridge Capital Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
188 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.