Betterment LLC
SCZ icon

Betterment LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Betterment LLC’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 		$938K Buy
11,396
+738
+7% +$61.8K ﹤0.01% 363
2026
Q1 		$836K Buy
10,658
+78
+0.7% +$6.34K ﹤0.01% 349
2025
Q4 		$820K Buy
10,580
+149
+1% +$11.4K ﹤0.01% 324
2025
Q3 		$800K Buy
10,431
+197
+2% +$14.7K ﹤0.01% 315
2025
Q2 		$744K Buy
10,234
+459
+5% +$31.1K ﹤0.01% 303
2025
Q1 		$621K Buy
9,775
+191
+2% +$12.1K ﹤0.01% 310
2024
Q4 		$582K Buy
9,584
+5,182
+118% +$330K ﹤0.01% 307
2024
Q3 		$298K Buy
4,402
+116
+3% +$7.46K ﹤0.01% 368
2024
Q2 		$264K Buy
4,286
+241
+6% +$15.1K ﹤0.01% 358
2024
Q1 		$256K Buy
4,045
+295
+8% +$18K ﹤0.01% 329
2023
Q4 		$232K Buy
+3,750
New +$214K ﹤0.01% 305
2020
Q1 		– Sell
-34,589
Closed -$2.15M – 118
2019
Q4 		$2.15M Sell
34,589
-30,820
-47% -$1.85M 0.01% 66
2019
Q3 		$3.75M Hold
65,409
– – 0.02% 56
2019
Q2 		$3.75M Buy
65,409
+267
+0.4% +$15.4K 0.02% 56
2019
Q1 		$3.74M Buy
65,142
+10,119
+18% +$567K 0.02% 55
2018
Q4 		$2.85M Buy
55,023
+10,725
+24% +$601K 0.02% 59
2018
Q3 		$2.76M Buy
44,298
+8,453
+24% +$528K 0.02% 57
2018
Q2 		$2.25M Buy
35,845
+309
+0.9% +$20.2K 0.02% 56
2018
Q1 		$2.33M Buy
35,536
+13,782
+63% +$909K 0.02% 53
2017
Q4 		$1.4M Buy
21,754
+12,848
+144% +$808K 0.01% 51
2017
Q3 		$552K Buy
+8,906
New +$533K 0.01% 68

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

Betterment LLC's SCZ Position: Q2 2026 in Review

Betterment LLC increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.9% in Q2 2026, buying an estimated $61.8K and bringing the position to 11,396 shares worth $938K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Betterment LLC first reported a position in SCZ in Q3 2017 and has held it in 21 quarters since. The position peaked at $3.75M in Q3 2019. 768 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Betterment LLC held 11,396 shares of iShares MSCI EAFE Small-Cap ETF worth $938K as of Q2 2026.
  • Betterment LLC bought 738 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $61.8K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #363 holding.
  • Betterment LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and has held it in 21 quarters since.
  • Betterment LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $3.75M in Q3 2019.
  • 768 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.