BayBridge Capital Group
SCZ icon

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
Q3 		$1.29M Buy
15,298
+1,735
+13% +$148K 0.68% 48
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 		$878K Buy
+14,359
New +$820K 0.82% 44

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

BayBridge Capital Group's SCZ Position: Q3 2026 in Review

BayBridge Capital Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 13% in Q3 2026, buying an estimated $148K and bringing the position to 15,298 shares worth $1.29M. The position accounts for 0.68% of the portfolio, ranked #48.

BayBridge Capital Group first reported a position in SCZ in Q4 2023 and has held it in 12 quarters since. 508 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • BayBridge Capital Group held 15,298 shares of iShares MSCI EAFE Small-Cap ETF worth $1.29M as of Q3 2026.
  • BayBridge Capital Group bought 1,735 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $148K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.68% of BayBridge Capital Group's portfolio in Q3 2026, its #48 holding.
  • BayBridge Capital Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 508 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on BayBridge Capital Group's 13F filing for Q3 2026, filed 13 Oct 2026.