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Biltmore Family Office’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Biltmore Family Office’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 		$384K Hold
4,665
– – 0.05% 184
2026
Q1 		$366K Hold
4,665
– – 0.05% 183
2025
Q4 		$362K Hold
4,665
– – 0.05% 175
2025
Q3 		$358K Hold
4,665
– – 0.05% 167
2025
Q2 		$339K Hold
4,665
– – 0.06% 160
2025
Q1 		$296K Sell
4,665
-1,502
-24% -$94.9K 0.05% 170
2024
Q4 		$375K Sell
6,167
-2,390
-28% -$152K 0.06% 150
2024
Q3 		$579K Hold
8,557
– – 0.1% 117
2024
Q2 		$527K Hold
8,557
– – 0.1% 108
2024
Q1 		$542K Sell
8,557
-1,227
-13% -$75K 0.11% 105
2023
Q4 		$606K Sell
9,784
-5,764
-37% -$329K 0.12% 97
2023
Q3 		$878K Buy
15,548
+1,122
+8% +$66.2K 0.2% 75
2023
Q2 		$851K Buy
14,426
+3,389
+31% +$203K 0.18% 75
2023
Q1 		$657K Sell
11,037
-328
-3% -$19.5K 0.14% 105
2022
Q4 		$642K Sell
11,365
-17,311
-60% -$929K 0.13% 104
2022
Q3 		$1.4M Sell
28,676
-7,540
-21% -$413K 0.32% 48
2022
Q2 		$1.98M Buy
36,216
+3,170
+10% +$192K 0.49% 35
2022
Q1 		$2.19M Sell
33,046
-4,731
-13% -$321K 0.47% 41
2021
Q4 		$2.76M Buy
37,777
+18,474
+96% +$1.37M 0.53% 36
2021
Q3 		$1.44M Buy
19,303
+5,668
+42% +$431K 0.35% 48
2021
Q2 		$1.01M Buy
13,635
+2,629
+24% +$197K 0.29% 60
2021
Q1 		$791K Buy
11,006
+1,620
+17% +$115K 0.25% 63
2020
Q4 		$642K Buy
9,386
+3,506
+60% +$221K 0.19% 76
2020
Q3 		$347K Sell
5,880
-13,080
-69% -$750K 0.19% 99
2020
Q2 		$1.02M Sell
18,960
-34,438
-64% -$1.74M 0.61% 42
2020
Q1 		$2.39M Buy
53,398
+723
+1% +$40.2K 1.57% 17
2019
Q4 		$3.28M Sell
52,675
-246
-0.5% -$14.8K 1.32% 22
2019
Q3 		$3.03M Buy
52,921
+751
+1% +$42.4K 1.31% 27
2019
Q2 		$3M Sell
52,170
-1,912
-4% -$110K 1.62% 21
2019
Q1 		$3.11M Buy
54,082
+17,370
+47% +$973K 1.58% 23
2018
Q4 		$1.9M Buy
+36,712
New +$2.06M 1.07% 32

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

Biltmore Family Office's SCZ Position: Q2 2026 in Review

Biltmore Family Office held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 4,665 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #184.

Biltmore Family Office first reported a position in SCZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.28M in Q4 2019. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Biltmore Family Office held 4,665 shares of iShares MSCI EAFE Small-Cap ETF worth $384K as of Q2 2026.
  • Biltmore Family Office left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.05% of Biltmore Family Office's portfolio in Q2 2026, its #184 holding.
  • Biltmore Family Office first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Biltmore Family Office's iShares MSCI EAFE Small-Cap ETF position peaked at $3.28M in Q4 2019.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.