Becker Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Becker Capital Management’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	$542K	Hold	6,584	–	–	0.01%	222
2026 Q1	$516K	Hold	6,584	–	–	0.02%	216
2025 Q4	$510K	Hold	6,584	–	–	0.01%	227
2025 Q3	$505K	Hold	6,584	–	–	0.01%	222
2025 Q2	$479K	Sell	6,584 -1,353	-17%	-$91.6K	0.01%	222
2025 Q1	$504K	Sell	7,937 -429	-5%	-$27.1K	0.02%	214
2024 Q4	$508K	Sell	8,366 -2,202	-21%	-$140K	0.02%	207
2024 Q3	$715K	Buy	10,568 +131	+1%	+$8.43K	0.02%	189
2024 Q2	$643K	Sell	10,437 -265	-2%	-$16.6K	0.02%	186
2024 Q1	$678K	Hold	10,702	–	–	0.02%	183
2023 Q4	$662K	Hold	10,702	–	–	0.02%	181
2023 Q3	$604K	Sell	10,702 -494	-4%	-$29.1K	0.02%	183
2023 Q2	$660K	Hold	11,196	–	–	0.03%	184
2023 Q1	$666K	Buy	+11,196	New	+$665K	0.03%	179

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Becker Capital Management's SCZ Position: Q2 2026 in Review

Becker Capital Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 6,584 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #222.

Becker Capital Management first reported a position in SCZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $715K in Q3 2024. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Becker Capital Management held 6,584 shares of iShares MSCI EAFE Small-Cap ETF worth $542K as of Q2 2026.
Becker Capital Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Becker Capital Management's portfolio in Q2 2026, its #222 holding.
Becker Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Becker Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $715K in Q3 2024.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.