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Bristlecone Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bristlecone Advisors’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
Q3 		– Sell
-1,593
Closed -$116K – 295
2025
Q2 		$116K Sell
1,593
-20
-1% -$1.35K 0.01% 231
2025
Q1 		$102K Buy
1,613
+1,000
+163% +$63.2K 0.01% 294
2024
Q4 		$37.2K Hold
613
– – ﹤0.01% 319
2024
Q3 		$41.5K Buy
+613
New +$39.4K ﹤0.01% 323
2023
Q2 		– Sell
-967
Closed -$57.5K – 330
2023
Q1 		$57.5K Buy
+967
New +$57.4K 0.01% 295

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bristlecone Advisors's SCZ Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2025, closing a stake of 1,593 shares — an estimated $116K sold.

Bristlecone Advisors first reported a position in SCZ in Q1 2023 and held it in 5 quarters. The position peaked at $116K in Q2 2025. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • Bristlecone Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 1,593 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $116K.
  • Bristlecone Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and held it in 5 quarters.
  • Bristlecone Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $116K in Q2 2025.
  • 702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.