Ceera Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ceera Investments’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	$286K	Hold	3,475	–	–	0.12%	86
2026 Q1	$272K	Buy	3,475 +325	+10%	+$26.4K	0.12%	75
2025 Q4	$244K	Hold	3,150	–	–	0.09%	81
2025 Q3	$242K	Hold	3,150	–	–	0.08%	104
2025 Q2	$229K	Hold	3,150	–	–	0.07%	108
2025 Q1	$200K	Buy	+3,150	New	+$199K	0.07%	101
2024 Q4	–	Sell	-3,150	Closed	-$213K	–	106
2024 Q3	$213K	Buy	+3,150	New	+$203K	0.08%	98

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

Ceera Investments's SCZ Position: Q2 2026 in Review

Ceera Investments held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 3,475 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #86.

Ceera Investments first reported a position in SCZ in Q3 2024 and has held it in 7 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Ceera Investments held 3,475 shares of iShares MSCI EAFE Small-Cap ETF worth $286K as of Q2 2026.
Ceera Investments left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.12% of Ceera Investments's portfolio in Q2 2026, its #86 holding.
Ceera Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.