BFG
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Bleakley Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bleakley Financial 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 		$8.32M Buy
101,101
+772
+0.8% +$64.7K 0.11% 148
2026
Q1 		$7.87M Buy
100,329
+1,682
+2% +$137K 0.12% 140
2025
Q4 		$7.65M Buy
98,647
+31,393
+47% +$2.41M 0.13% 127
2025
Q3 		$5.16M Buy
67,254
+800
+1% +$59.9K 0.12% 153
2025
Q2 		$4.83M Sell
66,454
-1,676
-2% -$113K 0.12% 155
2025
Q1 		$4.33M Buy
68,130
+3,363
+5% +$212K 0.14% 141
2024
Q4 		$3.93M Buy
64,767
+1,840
+3% +$117K 0.12% 148
2024
Q3 		$4.26M Sell
62,927
-349
-0.6% -$22.5K 0.13% 135
2024
Q2 		$3.9M Buy
63,276
+4,610
+8% +$289K 0.11% 169
2024
Q1 		$3.72M Buy
58,666
+4,405
+8% +$269K 0.11% 187
2023
Q4 		$3.36M Buy
54,261
+2,815
+5% +$161K 0.11% 180
2023
Q3 		$2.91M Buy
51,446
+1,874
+4% +$111K 0.1% 179
2023
Q2 		$2.92M Buy
49,572
+1,893
+4% +$113K 0.09% 197
2023
Q1 		$2.84M Sell
47,679
-3,212
-6% -$191K 0.09% 194
2022
Q4 		$2.87M Buy
+50,891
New +$2.73M 0.1% 187

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

Bleakley Financial Group's SCZ Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.77% in Q2 2026, buying an estimated $64.7K and bringing the position to 101,101 shares worth $8.32M. The position accounts for 0.11% of the portfolio, ranked #148.

Bleakley Financial Group first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Bleakley Financial Group held 101,101 shares of iShares MSCI EAFE Small-Cap ETF worth $8.32M as of Q2 2026.
  • Bleakley Financial Group bought 772 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $64.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.11% of Bleakley Financial Group's portfolio in Q2 2026, its #148 holding.
  • Bleakley Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.