CIA
SCZ icon

Cape Investment Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Cape Investment Advisory’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 		$247 Buy
+3
New +$251 ﹤0.01% 1414
2026
Q1 		– Sell
-3
Closed -$233 – 1009
2025
Q4 		$233 Buy
+3
New +$230 ﹤0.01% 1274

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

Cape Investment Advisory's SCZ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 3 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SCZ as recently as Q4 2025.

Cape Investment Advisory first reported a position in SCZ in Q4 2025 and has held it in 2 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Cape Investment Advisory held 3 shares of iShares MSCI EAFE Small-Cap ETF worth $247 as of Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1414 holding.
  • Cape Investment Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.