Capital Group Private Client Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Capital Group Private Client Services’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	$578K	Sell	7,025 -66	-0.9%	-$5.53K	0.01%	224
2026 Q1	$556K	Buy	7,091 +68	+1%	+$5.53K	0.01%	209
2025 Q4	$545K	Buy	7,023 +37	+0.5%	+$2.84K	0.01%	239
2025 Q3	$536K	Buy	6,986 +260	+4%	+$19.5K	0.01%	244
2025 Q2	$489K	Sell	6,726 -192	-3%	-$13K	﹤0.01%	259
2025 Q1	$440K	Hold	6,918	–	–	﹤0.01%	255
2024 Q4	$420K	Buy	6,918 +36	+0.5%	+$2.29K	﹤0.01%	252
2024 Q3	$466K	Hold	6,882	–	–	﹤0.01%	246
2024 Q2	$424K	Buy	6,882 +26	+0.4%	+$1.63K	﹤0.01%	252
2024 Q1	$434K	Hold	6,856	–	–	﹤0.01%	240
2023 Q4	$424K	Sell	6,856 -250	-4%	-$14.3K	﹤0.01%	236
2023 Q3	$401K	Hold	7,106	–	–	﹤0.01%	224
2023 Q2	$419K	Buy	7,106 +1,198	+20%	+$71.7K	﹤0.01%	218
2023 Q1	$352K	Sell	5,908 -3,372	-36%	-$200K	﹤0.01%	223
2022 Q4	$524K	Hold	9,280	–	–	0.01%	211
2022 Q3	$453K	Buy	9,280 +1,189	+15%	+$65.2K	0.01%	211
2022 Q2	$442K	Sell	8,091 -84	-1%	-$5.08K	0.01%	211
2022 Q1	$542K	Buy	+8,175	New	+$555K	0.01%	209

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

Capital Group Private Client Services's SCZ Position: Q2 2026 in Review

Capital Group Private Client Services reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.93% in Q2 2026, selling an estimated $5.53K and leaving 7,025 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #224.

Capital Group Private Client Services first reported a position in SCZ in Q1 2022 and has held it in 18 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Capital Group Private Client Services held 7,025 shares of iShares MSCI EAFE Small-Cap ETF worth $578K as of Q2 2026.
Capital Group Private Client Services sold 66 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $5.53K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #224 holding.
Capital Group Private Client Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.