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Choate Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Choate Investment Advisors’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
-428
Closed -$31.1K – 482
2025
Q2 		$31.1K Buy
+428
New +$29K ﹤0.01% 451
2023
Q4 		– Sell
-428
Closed -$24.2K – 451
2023
Q3 		$24.2K Sell
428
-2,300
-84% -$136K ﹤0.01% 414
2023
Q2 		$161K Buy
2,728
+2,300
+537% +$138K 0.01% 288
2023
Q1 		$25.5K Hold
428
– – ﹤0.01% 306
2022
Q4 		$24.2K Sell
428
-20
-4% -$1.07K ﹤0.01% 316
2022
Q3 		$22K Buy
448
+20
+5% +$1.1K ﹤0.01% 282
2022
Q2 		$23K Sell
428
-682
-61% -$41.3K ﹤0.01% 296
2022
Q1 		$74K Hold
1,110
– – ﹤0.01% 316
2021
Q4 		$81K Hold
1,110
– – ﹤0.01% 303
2021
Q3 		$83K Hold
1,110
– – 0.01% 272
2021
Q2 		$82K Buy
+1,110
New +$83.3K 0.01% 286
2014
Q3 		– Sell
-24,122
Closed -$1.28M – 292
2014
Q2 		$1.28M Buy
24,122
+17,666
+274% +$923K 0.07% 105
2014
Q1 		$337K Buy
6,456
+916
+17% +$47K 0.02% 216
2013
Q4 		$282K Buy
5,540
+385
+7% +$19.1K 0.02% 230
2013
Q3 		$250K Sell
5,155
-242
-4% -$11.1K 0.02% 229
2013
Q2 		$226K Buy
+5,397
New +$239K 0.02% 236

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Choate Investment Advisors's SCZ Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2025, closing a stake of 428 shares — an estimated $31.1K sold.

Choate Investment Advisors first reported a position in SCZ in Q2 2013 and held it in 16 quarters. The position peaked at $1.28M in Q2 2014. 705 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • Choate Investment Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 428 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $31.1K.
  • Choate Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 16 quarters.
  • Choate Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.28M in Q2 2014.
  • 705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.