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

Capital Advisors Ltd’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 		$103K Sell
1,254
-475
-27% -$39.8K 0.01% 386
2026
Q1 		$136K Sell
1,729
-557
-24% -$45.3K 0.02% 338
2025
Q4 		$177K Hold
2,286
– – 0.02% 295
2025
Q3 		$175K Buy
2,286
+206
+10% +$15.4K 0.02% 295
2025
Q2 		$151K Buy
2,080
+785
+61% +$53.1K 0.02% 300
2025
Q1 		$82K Sell
1,295
-704
-35% -$44.5K 0.01% 377
2024
Q4 		$121K Hold
1,999
– – 0.02% 320
2024
Q3 		$135K Sell
1,999
-1,178
-37% -$75.8K 0.02% 310
2024
Q2 		$196K Buy
3,177
+5
+0.2% +$313 0.03% 269
2024
Q1 		$201K Hold
3,172
– – 0.03% 270
2023
Q4 		$196K Buy
3,172
+10
+0.3% +$571 0.03% 261
2023
Q3 		$179K Sell
3,162
-1,159
-27% -$68.4K 0.03% 263
2023
Q2 		$255K Sell
4,321
-267
-6% -$16K 0.04% 230
2023
Q1 		$273K Hold
4,588
– – 0.04% 196
2022
Q4 		$259K Sell
4,588
-931
-17% -$50K 0.05% 197
2022
Q3 		$269K Sell
5,519
-1,294
-19% -$71K 0.05% 189
2022
Q2 		$372K Buy
6,813
+827
+14% +$50K 0.07% 164
2022
Q1 		$397K Buy
5,986
+2,468
+70% +$168K 0.07% 162
2021
Q4 		$257K Buy
3,518
+1,316
+60% +$97.7K 0.04% 201
2021
Q3 		$164K Sell
2,202
-920
-29% -$70K 0.03% 238
2021
Q2 		$231K Buy
3,122
+194
+7% +$14.6K 0.04% 183
2021
Q1 		$210K Hold
2,928
– – 0.04% 172
2020
Q4 		$200K Buy
2,928
+2
+0.1% +$126 0.04% 169
2020
Q3 		$173K Hold
2,926
– – 0.04% 171
2020
Q2 		$157K Buy
2,926
+2
+0.1% +$101 0.04% 176
2020
Q1 		$131K Buy
2,924
+81
+3% +$4.5K 0.04% 178
2019
Q4 		$177K Buy
2,843
+328
+13% +$19.7K 0.05% 160
2019
Q3 		$144K Buy
2,515
+220
+10% +$12.4K 0.04% 170
2019
Q2 		$132K Sell
2,295
-504
-18% -$29.1K 0.04% 183
2019
Q1 		$161K Sell
2,799
-92
-3% -$5.15K 0.04% 172
2018
Q4 		$150K Buy
2,891
+689
+31% +$38.6K 0.04% 172
2018
Q3 		$137K Hold
2,202
– – 0.04% 187
2018
Q2 		$138K Buy
2,202
+960
+77% +$62.8K 0.04% 152
2018
Q1 		$81K Sell
1,242
-521
-30% -$34.4K 0.03% 191
2017
Q4 		$114K Buy
1,763
+885
+101% +$55.7K 0.04% 166
2017
Q3 		$54K Hold
878
– – 0.02% 215
2017
Q2 		$51K Buy
878
+185
+27% +$10.5K 0.02% 215
2017
Q1 		$38K Hold
693
– – 0.01% 215
2016
Q4 		$35K Hold
693
– – 0.01% 212
2016
Q3 		$36K Buy
693
+150
+28% +$7.6K 0.02% 212
2016
Q2 		$26K Hold
543
– – 0.01% 228
2016
Q1 		$27K Hold
543
– – 0.01% 221
2015
Q4 		$27K Hold
543
– – 0.01% 216
2015
Q3 		$26K Hold
543
– – 0.01% 217
2015
Q2 		$28K Hold
543
– – 0.01% 221
2015
Q1 		$27K Hold
543
– – 0.01% 221
2014
Q4 		$25K Hold
543
– – 0.01% 215
2014
Q3 		$26K Hold
543
– – 0.01% 217
2014
Q2 		$29K Hold
543
– – 0.02% 220
2014
Q1 		$28K Hold
543
– – 0.02% 221
2013
Q4 		$28K Buy
+543
New +$26.9K 0.02% 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

Capital Advisors Ltd's SCZ Position: Q2 2026 in Review

Capital Advisors Ltd reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 27% in Q2 2026, selling an estimated $39.8K and leaving 1,254 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #386.

Capital Advisors Ltd first reported a position in SCZ in Q4 2013 and has held it in 51 quarters since. The position peaked at $397K in Q1 2022. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Capital Advisors Ltd held 1,254 shares of iShares MSCI EAFE Small-Cap ETF worth $103K as of Q2 2026.
  • Capital Advisors Ltd sold 475 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $39.8K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #386 holding.
  • Capital Advisors Ltd first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's iShares MSCI EAFE Small-Cap ETF position peaked at $397K in Q1 2022.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.