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

Belpointe 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
2026
Q2 		$337K Sell
4,091
-325
-7% -$27.2K 0.01% 865
2026
Q1 		$346K Buy
4,416
+104
+2% +$8.46K 0.01% 813
2025
Q4 		$334K Sell
4,312
-3,200
-43% -$245K 0.01% 794
2025
Q3 		$576K Sell
7,512
-600
-7% -$44.9K 0.02% 592
2025
Q2 		$590K Buy
8,112
+3,915
+93% +$265K 0.02% 528
2025
Q1 		$267K Buy
4,197
+1,064
+34% +$67.2K 0.01% 762
2024
Q4 		$207K Sell
3,133
-1,519
-33% -$96.6K 0.01% 800
2024
Q3 		$315K Buy
+4,652
New +$299K 0.02% 651
2024
Q2 		– Sell
-5,618
Closed -$356K – 920
2024
Q1 		$356K Sell
5,618
-85
-1% -$5.2K 0.03% 532
2023
Q4 		$353K Sell
5,703
-2
-0% -$114 0.03% 472
2023
Q3 		$322K Sell
5,705
-589
-9% -$34.8K 0.03% 454
2023
Q2 		$371K Sell
6,294
-4,119
-40% -$246K 0.04% 382
2023
Q1 		$620K Sell
10,413
-15,074
-59% -$895K 0.03% 475
2022
Q4 		$1.44M Buy
25,487
+2,534
+11% +$136K 0.09% 237
2022
Q3 		$1.12M Buy
22,953
+2,397
+12% +$131K 0.08% 264
2022
Q2 		$1.12M Buy
20,556
+250
+1% +$15.1K 0.08% 269
2022
Q1 		$1.35M Buy
20,306
+1,458
+8% +$99K 0.08% 260
2021
Q4 		$1.38M Sell
18,848
-312
-2% -$23.2K 0.09% 236
2021
Q3 		$1.43M Buy
19,160
+1,080
+6% +$82.2K 0.1% 224
2021
Q2 		$1.34M Buy
18,080
+1,482
+9% +$111K 0.1% 228
2021
Q1 		$1.19M Sell
16,598
-4,535
-21% -$322K 0.1% 218
2020
Q4 		$1.45M Buy
+21,133
New +$1.33M 0.13% 176

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
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
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

Belpointe Asset Management's SCZ Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.4% in Q2 2026, selling an estimated $27.2K and leaving 4,091 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #865.

Belpointe Asset Management first reported a position in SCZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.45M in Q4 2020. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Belpointe Asset Management held 4,091 shares of iShares MSCI EAFE Small-Cap ETF worth $337K as of Q2 2026.
  • Belpointe Asset Management sold 325 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $27.2K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #865 holding.
  • Belpointe Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Belpointe Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.45M in Q4 2020.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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