Bessemer Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bessemer Group’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	$8.82M	Sell	107,225 -400	-0.4%	-$33.5K	0.01%	427
2026 Q1	$8.44M	Buy	107,625 +7,136	+7%	+$580K	0.01%	356
2025 Q4	$7.79M	Buy	100,489 +3,930	+4%	+$301K	0.01%	356
2025 Q3	$7.41M	Hold	96,559	–	–	0.01%	329
2025 Q2	$7.02M	Sell	96,559 -4,136	-4%	-$280K	0.01%	328
2025 Q1	$6.4M	Buy	100,695 +94	+0.1%	+$5.94K	0.01%	329
2024 Q4	$6.11M	Buy	100,601 +5,290	+6%	+$336K	0.01%	377
2024 Q3	$6.45M	Buy	95,311 +17,289	+22%	+$1.11M	0.01%	374
2024 Q2	$4.81M	Sell	78,022 -2,278	-3%	-$143K	0.01%	375
2024 Q1	$5.08M	Sell	80,300 -3,475	-4%	-$213K	0.01%	382
2023 Q4	$5.19M	Sell	83,775 -600	-0.7%	-$34.3K	0.01%	366
2023 Q3	$4.76M	Sell	84,375 -2,615	-3%	-$154K	0.01%	367
2023 Q2	$5.13M	Hold	86,990	–	–	0.01%	354
2023 Q1	$5.18M	Sell	86,990 -400	-0.5%	-$23.7K	0.01%	335
2022 Q4	$4.94M	Buy	87,390 +4,075	+5%	+$219K	0.01%	332
2022 Q3	$4.06M	Buy	83,315 +5,247	+7%	+$288K	0.01%	345
2022 Q2	$4.26M	Sell	78,068 -1,000	-1%	-$60.5K	0.01%	321
2022 Q1	$5.25M	Sell	79,068 -28	-0%	-$1.9K	0.01%	251
2021 Q4	$5.78M	Buy	79,096 +7,162	+10%	+$532K	0.01%	234
2021 Q3	$5.35M	Sell	71,934 -180	-0.2%	-$13.7K	0.01%	242
2021 Q2	$5.35M	Buy	72,114 +1,030	+1%	+$77.3K	0.01%	251
2021 Q1	$5.11M	Buy	71,084 +5,156	+8%	+$366K	0.01%	255
2020 Q4	$4.51M	Buy	65,928 +4,970	+8%	+$314K	0.01%	251
2020 Q3	$3.6M	Buy	60,958 +200	+0.3%	+$11.5K	0.01%	269
2020 Q2	$3.26M	Buy	60,758 +19,300	+47%	+$973K	0.01%	364
2020 Q1	$1.86M	Buy	41,458 +39,851	+2,480%	+$2.21M	0.01%	452
2019 Q4	$100K	Sell	1,607 -2,315	-59%	-$139K	﹤0.01%	1182
2019 Q3	$224K	Hold	3,922	–	–	﹤0.01%	1045
2019 Q2	$225K	Sell	3,922 -659	-14%	-$38K	﹤0.01%	1054
2019 Q1	$263K	Buy	4,581 +362	+9%	+$20.3K	﹤0.01%	942
2018 Q4	$219K	Sell	4,219 -2,078	-33%	-$116K	﹤0.01%	956
2018 Q3	$393K	Buy	6,297 +1,872	+42%	+$117K	﹤0.01%	820
2018 Q2	$278K	Sell	4,425 -132	-3%	-$8.64K	﹤0.01%	922
2018 Q1	$297K	Buy	4,557 +4,351	+2,112%	+$287K	﹤0.01%	930
2017 Q4	$13K	Buy	+206	New	+$13K	﹤0.01%	1475
2016 Q4	–	Sell	-200	Closed	-$10K	–	2039
2016 Q3	$10K	Sell	200 -953,900	-100%	-$48.3M	﹤0.01%	1525
2016 Q2	$46M	Sell	954,100 -12,550	-1%	-$630K	0.25%	125
2016 Q1	$48.1M	Buy	+966,650	New	+$45.5M	0.27%	119
2014 Q4	–	Sell	-492,129	Closed	-$23.9M	–	1546
2014 Q3	$23.9M	Sell	492,129 -339,500	-41%	-$17.3M	0.14%	136
2014 Q2	$44M	Sell	831,629 -2,669,756	-76%	-$139M	0.27%	117
2014 Q1	$183M	Buy	3,501,385 +1,576,418	+82%	+$80.8M	1.23%	13
2013 Q4	$98.1M	Sell	1,924,967 -500,000	-21%	-$24.8M	0.7%	57
2013 Q3	$118M	Buy	2,424,967 +501,672	+26%	+$23M	0.95%	31
2013 Q2	$80.7M	Buy	+1,923,295	New	+$85.1M	0.72%	64

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

Bessemer Group's SCZ Position: Q2 2026 in Review

Bessemer Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.37% in Q2 2026, selling an estimated $33.5K and leaving 107,225 shares worth $8.82M. The position accounts for 0.01% of the portfolio, ranked #427.

Bessemer Group first reported a position in SCZ in Q2 2013 and has held it in 44 quarters since. The position peaked at $183M in Q1 2014. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Bessemer Group held 107,225 shares of iShares MSCI EAFE Small-Cap ETF worth $8.82M as of Q2 2026.
Bessemer Group sold 400 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $33.5K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Bessemer Group's portfolio in Q2 2026, its #427 holding.
Bessemer Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 44 quarters since.
Bessemer Group's iShares MSCI EAFE Small-Cap ETF position peaked at $183M in Q1 2014.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.