BI
SCZ icon

Berkeley Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Berkeley Inc’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 		$1.17M Sell
14,218
-986
-6% -$82.6K 0.37% 42
2026
Q1 		$1.19M Sell
15,204
-1,850
-11% -$150K 0.4% 44
2025
Q4 		$1.32M Sell
17,054
-558
-3% -$42.8K 0.42% 42
2025
Q3 		$1.35M Sell
17,612
-1,411
-7% -$106K 0.43% 39
2025
Q2 		$1.38M Sell
19,023
-500
-3% -$33.8K 0.5% 39
2025
Q1 		$1.24M Buy
19,523
+2,007
+11% +$127K 0.58% 34
2024
Q4 		$1.06M Sell
17,516
-17,260
-50% -$1.1M 0.55% 35
2024
Q3 		$2.35M Buy
34,776
+17,388
+100% +$1.12M 0.69% 32
2024
Q2 		$1.07M Buy
17,388
+211
+1% +$13.2K 0.67% 31
2024
Q1 		$1.09M Sell
17,177
-103
-0.6% -$6.3K 0.66% 32
2023
Q4 		$1.07M Sell
17,280
-236
-1% -$13.5K 0.67% 35
2023
Q3 		$989K Hold
17,516
– – 0.68% 34
2023
Q2 		$1.03M Buy
17,516
+143
+0.8% +$8.55K 0.7% 35
2023
Q1 		$1.03M Sell
17,373
-16
-0.1% -$950 0.75% 33
2022
Q4 		$982K Sell
17,389
-1
-0% -$54 0.74% 36
2022
Q3 		$848K Sell
17,390
-6,060
-26% -$332K 0.71% 34
2022
Q2 		$1.28M Sell
23,450
-2,329
-9% -$141K 1.02% 27
2022
Q1 		$1.71M Buy
25,779
+4,684
+22% +$318K 1.19% 25
2021
Q4 		$1.54M Buy
21,095
+149
+0.7% +$11.1K 1.03% 31
2021
Q3 		$1.56M Hold
20,946
– – 1.15% 26
2021
Q2 		$1.55M Buy
20,946
+202
+1% +$15.2K 1.11% 26
2021
Q1 		$1.49M Buy
20,744
+701
+3% +$49.8K 1.11% 28
2020
Q4 		$1.37M Buy
+20,043
New +$1.26M 1.11% 33

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

Berkeley Inc's SCZ Position: Q2 2026 in Review

Berkeley Inc reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.5% in Q2 2026, selling an estimated $82.6K and leaving 14,218 shares worth $1.17M. The position accounts for 0.37% of the portfolio, ranked #42.

Berkeley Inc first reported a position in SCZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.35M in Q3 2024. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Berkeley Inc held 14,218 shares of iShares MSCI EAFE Small-Cap ETF worth $1.17M as of Q2 2026.
  • Berkeley Inc sold 986 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $82.6K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.37% of Berkeley Inc's portfolio in Q2 2026, its #42 holding.
  • Berkeley Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Berkeley Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $2.35M in Q3 2024.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.