Checchi Capital Advisers’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.4M | Sell |
162,285
-6,838
| -4% | -$573K | 0.6% | 38 |
|
|
2026
Q1 | $13.3M | Sell |
169,123
-15,249
| -8% | -$1.24M | 0.67% | 37 |
|
|
2025
Q4 | $14.3M | Sell |
184,372
-6,696
| -4% | -$513K | 0.73% | 29 |
|
|
2025
Q3 | $14.7M | Sell |
191,068
-1,744
| -0.9% | -$130K | 0.76% | 30 |
|
|
2025
Q2 | $14M | Sell |
192,812
-8,463
| -4% | -$573K | 0.78% | 30 |
|
|
2025
Q1 | $12.8M | Sell |
201,275
-12,723
| -6% | -$804K | 0.67% | 35 |
|
|
2024
Q4 | $13M | Buy |
213,998
+20,116
| +10% | +$1.28M | 0.76% | 28 |
|
|
2024
Q3 | $13.1M | Sell |
193,882
-3,832
| -2% | -$247K | 0.73% | 28 |
|
|
2024
Q2 | $12.2M | Buy |
197,714
+1,500
| +0.8% | +$94K | 0.61% | 28 |
|
|
2024
Q1 | $12.4M | Sell |
196,214
-14,801
| -7% | -$905K | 0.97% | 27 |
|
|
2023
Q4 | $13.1M | Sell |
211,015
-111,723
| -35% | -$6.38M | 1.06% | 24 |
|
|
2023
Q3 | $18.2M | Buy |
322,738
+29,186
| +10% | +$1.72M | 1.69% | 9 |
|
|
2023
Q2 | $17.3M | Buy |
293,552
+12,916
| +5% | +$773K | 1.55% | 12 |
|
|
2023
Q1 | $16.7M | Sell |
280,636
-19,535
| -7% | -$1.16M | 1.61% | 11 |
|
|
2022
Q4 | $17M | Buy |
300,171
+129,441
| +76% | +$6.95M | 1.76% | 10 |
|
|
2022
Q3 | $8.33M | Buy |
170,730
+98,714
| +137% | +$5.41M | 0.78% | 28 |
|
|
2022
Q2 | $4.19M | Sell |
72,016
-203,156
| -74% | -$12.3M | 0.36% | 58 |
|
|
2022
Q1 | $18.3M | Buy |
275,172
+28,294
| +11% | +$1.92M | 1.55% | 13 |
|
|
2021
Q4 | $18M | Buy |
246,878
+33,609
| +16% | +$2.5M | 1.59% | 10 |
|
|
2021
Q3 | $15.9M | Buy |
213,269
+8,852
| +4% | +$674K | 1.57% | 10 |
|
|
2021
Q2 | $15.2M | Buy |
204,417
+31,308
| +18% | +$2.35M | 1.49% | 9 |
|
|
2021
Q1 | $12.4M | Buy |
173,109
+21,165
| +14% | +$1.5M | 1.23% | 10 |
|
|
2020
Q4 | $10.4M | Buy |
151,944
+72,779
| +92% | +$4.59M | 1.07% | 13 |
|
|
2020
Q3 | $4.67M | Buy |
79,165
+4,281
| +6% | +$245K | 0.52% | 27 |
|
|
2020
Q2 | $4.01M | Buy |
74,884
+1,957
| +3% | +$98.6K | 0.48% | 28 |
|
|
2020
Q1 | $3.27M | Sell |
72,927
-16,699
| -19% | -$928K | 0.31% | 32 |
|
|
2019
Q4 | $5.58M | Buy |
89,626
+785
| +0.9% | +$47.2K | 0.75% | 16 |
|
|
2019
Q3 | $5.08M | Buy |
88,841
+1,496
| +2% | +$84.5K | 0.66% | 21 |
|
|
2019
Q2 | $5.01M | Sell |
87,345
-3,687
| -4% | -$213K | 0.64% | 19 |
|
|
2019
Q1 | $5.23M | Sell |
91,032
-5,467
| -6% | -$306K | 0.61% | 19 |
|
|
2018
Q4 | $5M | Sell |
96,499
-9,122
| -9% | -$511K | 0.65% | 21 |
|
|
2018
Q3 | $6.58M | Buy |
105,621
+8,066
| +8% | +$504K | 0.76% | 14 |
|
|
2018
Q2 | $6.12M | Buy |
97,555
+4,552
| +5% | +$298K | 0.77% | 14 |
|
|
2018
Q1 | $6.06M | Sell |
93,003
-5,982
| -6% | -$395K | 0.8% | 13 |
|
|
2017
Q4 | $6.38M | Buy |
98,985
+6,094
| +7% | +$383K | 0.86% | 11 |
|
|
2017
Q3 | $5.76M | Sell |
92,891
-1,321
| -1% | -$79K | 0.58% | 17 |
|
|
2017
Q2 | $5.45M | Buy |
94,212
+3,387
| +4% | +$193K | 0.59% | 12 |
|
|
2017
Q1 | $4.92M | Sell |
90,825
-816
| -0.9% | -$42.9K | 0.57% | 14 |
|
|
2016
Q4 | $4.57M | Buy |
91,641
+5,631
| +7% | +$284K | 0.62% | 13 |
|
|
2016
Q3 | $4.51M | Sell |
86,010
-6,765
| -7% | -$343K | 0.51% | 18 |
|
|
2016
Q2 | $4.48M | Buy |
92,775
+3,768
| +4% | +$189K | 0.51% | 16 |
|
|
2016
Q1 | $4.43M | Buy |
89,007
+3,229
| +4% | +$152K | 0.99% | 11 |
|
|
2015
Q4 | $4.29M | Buy |
85,778
+8,568
| +11% | +$428K | 1.08% | 10 |
|
|
2015
Q3 | $3.69M | Buy |
77,210
+463
| +0.6% | +$23.1K | 1% | 13 |
|
|
2015
Q2 | $3.92M | Sell |
76,747
-1,204
| -2% | -$62.8K | 1.03% | 13 |
|
|
2015
Q1 | $3.86M | Buy |
77,951
+522
| +0.7% | +$25.2K | 1.14% | 12 |
|
|
2014
Q4 | $3.62M | Sell |
77,429
-4,684
| -6% | -$221K | 1.36% | 9 |
|
|
2014
Q3 | $3.98M | Buy |
82,113
+393
| +0.5% | +$20.1K | 1.63% | 8 |
|
|
2014
Q2 | $4.33M | Buy |
81,720
+7,197
| +10% | +$376K | 1.97% | 6 |
|
|
2014
Q1 | $3.89M | Buy |
74,523
+3,703
| +5% | +$190K | 2.39% | 5 |
|
|
2013
Q4 | $3.61M | Buy |
+70,820
| New | +$3.51M | 2.81% | 6 |
|
Other funds holding SCZ
TWIM
TCIIS
Checchi Capital Advisers's SCZ Position: Q2 2026 in Review
Checchi Capital Advisers reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4% in Q2 2026, selling an estimated $573K and leaving 162,285 shares worth $13.4M. The position accounts for 0.6% of the portfolio, ranked #38.
Checchi Capital Advisers first reported a position in SCZ in Q4 2013 and has held it in 51 quarters since. The position peaked at $18.3M in Q1 2022. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.
- Checchi Capital Advisers held 162,285 shares of iShares MSCI EAFE Small-Cap ETF worth $13.4M as of Q2 2026.
- Checchi Capital Advisers sold 6,838 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $573K.
- iShares MSCI EAFE Small-Cap ETF made up 0.6% of Checchi Capital Advisers's portfolio in Q2 2026, its #38 holding.
- Checchi Capital Advisers first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and has held it in 51 quarters since.
- Checchi Capital Advisers's iShares MSCI EAFE Small-Cap ETF position peaked at $18.3M in Q1 2022.
- 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.