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Beacon Pointe Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Beacon Pointe Advisors’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 		$7.52M Sell
95,916
-4,874
-5% -$396K 0.04% 379
2025
Q4 		$7.81M Buy
100,790
+22,082
+28% +$1.69M 0.05% 299
2025
Q3 		$6.04M Buy
78,708
+57,790
+276% +$4.32M 0.05% 314
2025
Q2 		$1.52M Sell
20,918
-693
-3% -$46.9K 0.02% 545
2025
Q1 		$1.37M Sell
21,611
-7,058
-25% -$446K 0.02% 560
2024
Q4 		$1.74M Sell
28,669
-3,810
-12% -$242K 0.02% 493
2024
Q3 		$2.2M Sell
32,479
-2,182
-6% -$140K 0.03% 450
2024
Q2 		$2.14M Sell
34,661
-6,861
-17% -$430K 0.03% 459
2024
Q1 		$2.63M Sell
41,522
-42,696
-51% -$2.61M 0.03% 433
2023
Q4 		$5.21M Buy
84,218
+47,697
+131% +$2.72M 0.06% 275
2023
Q3 		$2.06M Buy
36,521
+32,500
+808% +$1.92M 0.03% 452
2023
Q2 		$237K Sell
4,021
-2,409
-37% -$144K ﹤0.01% 960
2023
Q1 		$383K Buy
6,430
+646
+11% +$38.4K 0.01% 845
2022
Q4 		$327K Buy
5,784
+325
+6% +$17.4K 0.01% 835
2022
Q3 		$266K Sell
5,459
-52
-0.9% -$2.85K 0.01% 835
2022
Q2 		$301K Sell
5,511
-578
-9% -$35K 0.01% 823
2022
Q1 		$404K Buy
+6,089
New +$414K 0.01% 872
2021
Q2 		– Sell
-3,076
Closed -$219K – 838
2021
Q1 		$219K Buy
+3,076
New +$218K 0.01% 475
2020
Q2 		– Sell
-4,593
Closed -$205K – 409
2020
Q1 		$205K Buy
+4,593
New +$255K 0.03% 279

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

Beacon Pointe Advisors's SCZ Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.8% in Q1 2026, selling an estimated $396K and leaving 95,916 shares worth $7.52M. The position accounts for 0.04% of the portfolio, ranked #379.

Beacon Pointe Advisors first reported a position in SCZ in Q1 2020 and has held it in 19 quarters since. The position peaked at $7.81M in Q4 2025. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Beacon Pointe Advisors held 95,916 shares of iShares MSCI EAFE Small-Cap ETF worth $7.52M as of Q1 2026.
  • Beacon Pointe Advisors sold 4,874 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $396K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #379 holding.
  • Beacon Pointe Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2020 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $7.81M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.