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BIP Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

BIP Wealth’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 		$2.93M Buy
35,635
+5,010
+16% +$420K 0.08% 157
2026
Q1 		$2.4M Sell
30,625
-3,601
-11% -$293K 0.1% 126
2025
Q4 		$2.65M Buy
34,226
+1,699
+5% +$130K 0.09% 126
2025
Q3 		$2.5M Sell
32,527
-1,239
-4% -$92.7K 0.12% 76
2025
Q2 		$2.45M Sell
33,766
-475
-1% -$32.1K 0.15% 64
2025
Q1 		$2.18M Sell
34,241
-1,491
-4% -$94.2K 0.14% 66
2024
Q4 		$2.17M Buy
35,732
+389
+1% +$24.7K 0.15% 61
2024
Q3 		$2.39M Buy
35,343
+1,945
+6% +$125K 0.16% 59
2024
Q2 		$2.06M Sell
33,398
-6,587
-16% -$413K 0.17% 56
2024
Q1 		$2.53M Sell
39,985
-1,781
-4% -$109K 0.19% 55
2023
Q4 		$2.59M Buy
41,766
+1,095
+3% +$62.5K 0.2% 51
2023
Q3 		$2.3M Sell
40,671
-536
-1% -$31.6K 0.21% 51
2023
Q2 		$2.43M Sell
41,207
-2,400
-6% -$144K 0.2% 51
2023
Q1 		$2.6M Buy
+43,607
New +$2.59M 0.29% 53

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

BIP Wealth's SCZ Position: Q2 2026 in Review

BIP Wealth increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 16% in Q2 2026, buying an estimated $420K and bringing the position to 35,635 shares worth $2.93M. The position accounts for 0.08% of the portfolio, ranked #157.

BIP Wealth first reported a position in SCZ in Q1 2023 and has held it in 14 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • BIP Wealth held 35,635 shares of iShares MSCI EAFE Small-Cap ETF worth $2.93M as of Q2 2026.
  • BIP Wealth bought 5,010 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $420K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.08% of BIP Wealth's portfolio in Q2 2026, its #157 holding.
  • BIP Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.