Bear Mountain Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bear Mountain Capital’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	$28.6M	Buy	343,768 +10,142	+3%	+$849K	8.28%	5
2026 Q1	$28.2M	Buy	333,626 +8,306	+3%	+$675K	8.48%	4
2025 Q4	$26.2M	Buy	325,320 +6,014	+2%	+$461K	8.45%	4
2025 Q3	$24.4M	Sell	319,306 -660	-0.2%	-$49.4K	8.15%	5
2025 Q2	$23.2M	Buy	319,966 +3,792	+1%	+$257K	8.32%	3
2025 Q1	$21.1M	Buy	316,174 +1,850	+0.6%	+$117K	8.15%	4
2024 Q4	$19.5M	Buy	314,324 +19,992	+7%	+$1.27M	7.59%	5
2024 Q3	$19.3M	Buy	294,332 +2,714	+0.9%	+$175K	7.6%	5
2024 Q2	$18.8M	Buy	291,618 +1,195	+0.4%	+$74.9K	7.66%	5
2024 Q1	$17.6M	Sell	290,423 -14,568	-5%	-$891K	7.59%	5
2023 Q4	$18.3M	Buy	+304,991	New	+$17.4M	7.68%	5

Other funds holding SCZ

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

FAC

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

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

Bear Mountain Capital's SCZ Position: Q2 2026 in Review

Bear Mountain Capital increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3% in Q2 2026, buying an estimated $849K and bringing the position to 343,768 shares worth $28.6M. The position accounts for 8.28% of the portfolio, ranked #5.

Bear Mountain Capital first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 342 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Bear Mountain Capital held 343,768 shares of iShares MSCI EAFE Small-Cap ETF worth $28.6M as of Q2 2026.
Bear Mountain Capital bought 10,142 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $849K.
iShares MSCI EAFE Small-Cap ETF made up 8.28% of Bear Mountain Capital's portfolio in Q2 2026, its #5 holding.
Bear Mountain Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
342 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.