Cerity Partners
SCZ icon

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

Cerity 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 		$5.67M Sell
68,932
-14,039
-17% -$1.18M 0.01% 1038
2026
Q1 		$6.51M Buy
82,971
+54,583
+192% +$4.44M 0.01% 892
2025
Q4 		$2.2M Buy
28,388
+86
+0.3% +$6.59K ﹤0.01% 1334
2025
Q3 		$2.17M Buy
28,302
+261
+0.9% +$19.5K ﹤0.01% 1259
2025
Q2 		$2.04M Buy
28,041
+6,358
+29% +$430K ﹤0.01% 1210
2025
Q1 		$1.38M Buy
21,683
+234
+1% +$14.8K ﹤0.01% 1289
2024
Q4 		$1.3M Buy
21,449
+1,316
+7% +$83.7K ﹤0.01% 1301
2024
Q3 		$1.36M Sell
20,133
-654
-3% -$42.1K ﹤0.01% 1268
2024
Q2 		$1.28M Buy
20,787
+9,845
+90% +$617K ﹤0.01% 1116
2024
Q1 		$693K Sell
10,942
-921
-8% -$56.3K ﹤0.01% 1447
2023
Q4 		$734K Buy
11,863
+7,114
+150% +$406K ﹤0.01% 1110
2023
Q3 		$268K Sell
4,749
-15,127
-76% -$893K ﹤0.01% 1188
2023
Q2 		$1.17M Buy
19,876
+8,526
+75% +$510K ﹤0.01% 880
2023
Q1 		$676K Sell
11,350
-608
-5% -$36.1K ﹤0.01% 1146
2022
Q4 		$676K Buy
11,958
+872
+8% +$46.8K ﹤0.01% 819
2022
Q3 		$541K Sell
11,086
-12,316
-53% -$675K 0.01% 691
2022
Q2 		$1.28M Sell
23,402
-37,477
-62% -$2.27M 0.01% 498
2022
Q1 		$3.41M Sell
60,879
-9,581
-14% -$651K 0.05% 241
2021
Q4 		$5.15M Buy
70,460
+22,201
+46% +$1.65M 0.08% 203
2021
Q3 		$3.59M Buy
48,259
+5,859
+14% +$446K 0.08% 190
2021
Q2 		$3.14M Sell
42,400
-1,613
-4% -$121K 0.07% 208
2021
Q1 		$3.16M Buy
44,013
+1,717
+4% +$122K 0.08% 191
2020
Q4 		$2.89M Buy
42,296
+35,781
+549% +$2.26M 0.09% 168
2020
Q3 		$384K Buy
6,515
+302
+5% +$17.3K 0.02% 360
2020
Q2 		$333K Sell
6,213
-13,070
-68% -$659K 0.02% 340
2020
Q1 		$865K Sell
19,283
-10,565
-35% -$587K 0.05% 227
2019
Q4 		$1.86M Sell
29,848
-2,314
-7% -$139K 0.09% 167
2019
Q3 		$1.84M Sell
32,162
-10,607
-25% -$599K 0.11% 172
2019
Q2 		$2.46M Buy
+42,769
New +$2.47M 0.15% 137

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

Cerity Partners's SCZ Position: Q2 2026 in Review

Cerity Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 17% in Q2 2026, selling an estimated $1.18M and leaving 68,932 shares worth $5.67M. The position accounts for 0.01% of the portfolio, ranked #1038.

Cerity Partners first reported a position in SCZ in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.51M in Q1 2026. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Cerity Partners held 68,932 shares of iShares MSCI EAFE Small-Cap ETF worth $5.67M as of Q2 2026.
  • Cerity Partners sold 14,039 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.18M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1038 holding.
  • Cerity Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Cerity Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $6.51M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.