Belpointe Asset Management
SCZ icon

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
Q3 		$634K Buy
7,507
+3,416
+84% +$290K 0.02% 667
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 		$1.44M Buy
+21,133
New +$1.33M 0.13% 176

Other funds holding SCZ

TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Belpointe Asset Management's SCZ Position: Q3 2026 in Review

Belpointe Asset Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 84% in Q3 2026, buying an estimated $290K and bringing the position to 7,507 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #667.

Belpointe Asset Management first reported a position in SCZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2020. 625 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Belpointe Asset Management held 7,507 shares of iShares MSCI EAFE Small-Cap ETF worth $634K as of Q3 2026.
  • Belpointe Asset Management bought 3,416 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $290K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #667 holding.
  • Belpointe Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Belpointe Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.44M in Q4 2020.
  • 625 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.