Caldwell Sutter Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Caldwell Sutter Capital’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	$51.3K	Hold	624	–	–	0.02%	400
2026 Q1	$48.9K	Hold	624	–	–	0.02%	380
2025 Q4	$48.4K	Hold	624	–	–	0.02%	367
2025 Q3	$47.9K	Hold	624	–	–	0.02%	374
2025 Q2	$45.4K	Hold	624	–	–	0.02%	370
2025 Q1	$39.6K	Hold	624	–	–	0.02%	388
2024 Q4	$37.9K	Hold	624	–	–	0.02%	395
2024 Q3	$42.2K	Hold	624	–	–	0.02%	388
2024 Q2	$38.5K	Sell	624 -35	-5%	-$2.19K	0.02%	393
2024 Q1	$41.7K	Buy	659 +654	+13,080%	+$40K	0.02%	372
2023 Q4	$310	Hold	5	–	–	﹤0.01%	904
2023 Q3	$282	Hold	5	–	–	﹤0.01%	842
2023 Q2	$295	Buy	+5	New	+$299	﹤0.01%	834

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Caldwell Sutter Capital's SCZ Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 624 shares worth $51.3K. The position accounts for 0.02% of the portfolio, ranked #400.

Caldwell Sutter Capital first reported a position in SCZ in Q2 2023 and has held it in 13 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Caldwell Sutter Capital held 624 shares of iShares MSCI EAFE Small-Cap ETF worth $51.3K as of Q2 2026.
Caldwell Sutter Capital left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #400 holding.
Caldwell Sutter Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.