Cary Street Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Cary Street Partners’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	$537K	Sell	22,526 -7	-0%	-$586	0.01%	640
2026 Q1	$513K	Sell	22,533 -347	-2%	-$28.2K	0.01%	587
2025 Q4	$534K	Sell	22,880 -737	-3%	-$56.5K	0.01%	584
2025 Q3	$585K	Buy	23,617 +144	+0.6%	+$10.8K	0.02%	539
2025 Q2	$545K	Sell	23,473 -50	-0.2%	-$3.38K	0.02%	532
2025 Q1	$481K	Buy	23,523 +25	+0.1%	+$1.58K	0.02%	543
2024 Q4	$460K	Buy	+23,498	New	+$1.49M	0.02%	522

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

Cary Street Partners's SCZ Position: Q2 2026 in Review

Cary Street Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.03% in Q2 2026, selling an estimated $586 and leaving 22,526 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #640.

Cary Street Partners first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $585K in Q3 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Cary Street Partners held 22,526 shares of iShares MSCI EAFE Small-Cap ETF worth $537K as of Q2 2026.
Cary Street Partners sold 7 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $586.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #640 holding.
Cary Street Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $585K in Q3 2025.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.