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

CBIZ Investment Advisory 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
2025 Q3	–	Sell	-32	Closed	-$2.29K	–	777
2025 Q2	$2.29K	Sell	32 -14	-30%	-$948	﹤0.01%	530
2025 Q1	$2.93K	Hold	46	–	–	﹤0.01%	440
2024 Q4	$2.8K	Sell	46 -1,027	-96%	-$65.3K	﹤0.01%	358
2024 Q3	$72.7K	Sell	1,073 -1	-0.1%	-$64	﹤0.01%	91
2024 Q2	$66.2K	Sell	1,074 -1,460	-58%	-$91.5K	﹤0.01%	94
2024 Q1	$160K	Buy	+2,534	New	+$155K	0.01%	52

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CBIZ Investment Advisory Services's SCZ Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2025, closing a stake of 32 shares — an estimated $2.29K sold.

CBIZ Investment Advisory Services first reported a position in SCZ in Q1 2024 and held it in 6 quarters. The position peaked at $160K in Q1 2024. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

CBIZ Investment Advisory Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
CBIZ Investment Advisory Services sold 32 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $2.29K.
CBIZ Investment Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2024 and held it in 6 quarters.
CBIZ Investment Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $160K in Q1 2024.
702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.