CIBC Private Wealth Group
SCZ icon

CIBC Private Wealth Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

CIBC Private Wealth Group’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
Q4 		$318K Sell
4,099
-86
-2% -$6.59K ﹤0.01% 1012
2025
Q3 		$321K Buy
4,185
+305
+8% +$22.8K ﹤0.01% 995
2025
Q2 		$282K Buy
3,880
+203
+6% +$13.7K ﹤0.01% 998
2025
Q1 		$212K Sell
3,677
-4,976
-58% -$314K ﹤0.01% 1059
2024
Q4 		$522K Buy
8,653
+902
+12% +$57.4K ﹤0.01% 852
2024
Q3 		$525K Sell
7,751
-1,396
-15% -$89.8K ﹤0.01% 858
2024
Q2 		$573K Sell
9,147
-5,128
-36% -$321K ﹤0.01% 783
2024
Q1 		$900K Sell
14,275
-497
-3% -$30.4K ﹤0.01% 692
2023
Q4 		$914K Buy
14,772
+8,015
+119% +$458K ﹤0.01% 652
2023
Q3 		$382K Buy
+6,757
New +$399K ﹤0.01% 820
2023
Q1 		– Sell
-12,265
Closed -$693K – 929
2022
Q4 		$693K Buy
+12,265
New +$658K ﹤0.01% 573
2022
Q3 		– Sell
-11,265
Closed -$614K – 1147
2022
Q2 		$614K Buy
11,265
+419
+4% +$25.4K ﹤0.01% 672
2022
Q1 		$720K Sell
10,846
-322
-3% -$21.9K ﹤0.01% 688
2021
Q4 		$816K Buy
+11,168
New +$829K ﹤0.01% 686
2019
Q3 		– Sell
-4,245
Closed -$244K – 936
2019
Q2 		$244K Buy
+4,245
New +$245K ﹤0.01% 857
2018
Q4 		– Sell
-9,473
Closed -$590K – 945
2018
Q3 		$590K Buy
9,473
+8,465
+840% +$529K ﹤0.01% 744
2018
Q2 		$63K Hold
1,008
– – ﹤0.01% 1123
2018
Q1 		$66K Buy
1,008
+735
+269% +$48.5K ﹤0.01% 1097
2017
Q4 		$18K Buy
+273
New +$17.2K ﹤0.01% 1429

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's SCZ Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.1% in Q4 2025, selling an estimated $6.59K and leaving 4,099 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

CIBC Private Wealth Group first reported a position in SCZ in Q4 2017 and has held it in 19 quarters since. The position peaked at $914K in Q4 2023. 752 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • CIBC Private Wealth Group held 4,099 shares of iShares MSCI EAFE Small-Cap ETF worth $318K as of Q4 2025.
  • CIBC Private Wealth Group sold 86 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $6.59K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1012 holding.
  • CIBC Private Wealth Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 19 quarters since.
  • CIBC Private Wealth Group's iShares MSCI EAFE Small-Cap ETF position peaked at $914K in Q4 2023.
  • 752 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.