BCM
SCZ icon

BluePointe Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

BluePointe Capital Management’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
2025
Q1 		$739K Buy
11,637
+562
+5% +$35.5K 0.28% 66
2024
Q4 		$673K Hold
11,075
– – 0.39% 55
2024
Q3 		$750K Hold
11,075
– – 0.49% 52
2024
Q2 		$683K Hold
11,075
– – 0.46% 53
2024
Q1 		$701K Hold
11,075
– – 0.48% 50
2023
Q4 		$686K Buy
+11,075
New +$633K 0.52% 49

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BluePointe Capital Management's SCZ Position: Q1 2025 in Review

BluePointe Capital Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.1% in Q1 2025, buying an estimated $35.5K and bringing the position to 11,637 shares worth $739K. The position accounts for 0.28% of the portfolio, ranked #66.

BluePointe Capital Management first reported a position in SCZ in Q4 2023 and has held it in 6 quarters since. The position peaked at $750K in Q3 2024. 688 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • BluePointe Capital Management held 11,637 shares of iShares MSCI EAFE Small-Cap ETF worth $739K as of Q1 2025.
  • BluePointe Capital Management bought 562 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $35.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.28% of BluePointe Capital Management's portfolio in Q1 2025, its #66 holding.
  • BluePointe Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 6 quarters since.
  • BluePointe Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $750K in Q3 2024.
  • 688 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.