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Clearwater Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Clearwater Capital 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
2026
Q2 		$4.81M Sell
58,515
-2,183
-4% -$183K 0.35% 39
2026
Q1 		$4.76M Sell
60,698
-1,411
-2% -$115K 0.38% 38
2025
Q4 		$4.82M Sell
62,109
-924
-1% -$70.8K 0.4% 38
2025
Q3 		$4.84M Sell
63,033
-1,042
-2% -$78K 0.41% 37
2025
Q2 		$4.66M Sell
64,075
-1,919
-3% -$130K 0.43% 38
2025
Q1 		$4.19M Buy
65,994
+274
+0.4% +$17.3K 0.41% 40
2024
Q4 		$3.99M Sell
65,720
-2,783
-4% -$177K 0.39% 40
2024
Q3 		$4.64M Sell
68,503
-2,314
-3% -$149K 0.45% 40
2024
Q2 		$4.37M Sell
70,817
-3,704
-5% -$232K 0.46% 37
2024
Q1 		$4.72M Sell
74,521
-1,087
-1% -$66.5K 0.5% 39
2023
Q4 		$4.68M Sell
75,608
-632
-0.8% -$36.1K 0.52% 39
2023
Q3 		$4.31M Sell
76,240
-225
-0.3% -$13.3K 0.53% 37
2023
Q2 		$4.51M Sell
76,465
-2,389
-3% -$143K 0.54% 38
2023
Q1 		$4.69M Sell
78,854
-2,414
-3% -$143K 0.57% 36
2022
Q4 		$4.59M Buy
81,268
+44,314
+120% +$2.38M 0.6% 37
2022
Q3 		$1.8M Buy
36,954
+1,393
+4% +$76.4K 0.25% 59
2022
Q2 		$1.94M Buy
35,561
+7,003
+25% +$424K 0.27% 53
2022
Q1 		$1.9M Sell
28,558
-200
-0.7% -$13.6K 0.22% 59
2021
Q4 		$2.1M Buy
28,758
+254
+0.9% +$18.9K 0.23% 59
2021
Q3 		$2.12M Sell
28,504
-144
-0.5% -$11K 0.25% 56
2021
Q2 		$2.13M Sell
28,648
-106
-0.4% -$7.96K 0.25% 54
2021
Q1 		$2.07M Sell
28,754
-162
-0.6% -$11.5K 0.26% 53
2020
Q4 		$1.98M Sell
28,916
-66
-0.2% -$4.17K 0.26% 50
2020
Q3 		$1.71M Sell
28,982
-253
-0.9% -$14.5K 0.27% 48
2020
Q2 		$1.57M Buy
29,235
+9,609
+49% +$484K 0.26% 52
2020
Q1 		$880K Buy
19,626
+6,412
+49% +$356K 0.19% 73
2019
Q4 		$823K Sell
13,214
-2,890
-18% -$174K 0.14% 107
2019
Q3 		$922K Sell
16,104
-1,157
-7% -$65.4K 0.16% 106
2019
Q2 		$991K Buy
17,261
+1,660
+11% +$95.8K 0.18% 112
2019
Q1 		$896K Buy
15,601
+14
+0.1% +$784 0.17% 117
2018
Q4 		$808K Buy
+15,587
New +$873K 0.18% 118

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

Clearwater Capital Advisors's SCZ Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.6% in Q2 2026, selling an estimated $183K and leaving 58,515 shares worth $4.81M. The position accounts for 0.35% of the portfolio, ranked #39.

Clearwater Capital Advisors first reported a position in SCZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.84M in Q3 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Clearwater Capital Advisors held 58,515 shares of iShares MSCI EAFE Small-Cap ETF worth $4.81M as of Q2 2026.
  • Clearwater Capital Advisors sold 2,183 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $183K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.35% of Clearwater Capital Advisors's portfolio in Q2 2026, its #39 holding.
  • Clearwater Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Clearwater Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $4.84M in Q3 2025.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.