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Bellevue Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bellevue Asset 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
2025
Q1 		– Sell
-177
Closed -$10.8K – 500
2024
Q4 		$10.8K Buy
+177
New +$11.3K 0.01% 274
2020
Q2 		– Sell
-1,060
Closed -$51K – 634
2020
Q1 		$51K Buy
+1,060
New +$58.9K 0.05% 163

Other funds holding SCZ

Jones Financial Companies
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bellevue Asset Management's SCZ Position: Q1 2025 in Review

Bellevue Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 177 shares — an estimated $10.8K sold.

Bellevue Asset Management first reported a position in SCZ in Q1 2020 and held it in 2 quarters. The position peaked at $51K in Q1 2020. 689 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Bellevue Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Bellevue Asset Management sold 177 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $10.8K.
  • Bellevue Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2020 and held it in 2 quarters.
  • Bellevue Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $51K in Q1 2020.
  • 689 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Bellevue Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.