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

Cobblestone 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
2025 Q3	$376K	Buy	4,900 +250	+5%	+$18.7K	0.02%	231
2025 Q2	$338K	Hold	4,650	–	–	0.02%	233
2025 Q1	$295K	Hold	4,650	–	–	0.02%	244
2024 Q4	$282K	Hold	4,650	–	–	0.02%	245
2024 Q3	$315K	Hold	4,650	–	–	0.02%	232
2024 Q2	$287K	Hold	4,650	–	–	0.02%	231
2024 Q1	$294K	Hold	4,650	–	–	0.02%	229
2023 Q4	$288K	Hold	4,650	–	–	0.02%	229
2023 Q3	$263K	Hold	4,650	–	–	0.02%	225
2023 Q2	$274K	Hold	4,650	–	–	0.02%	221
2023 Q1	$277K	Hold	4,650	–	–	0.02%	220
2022 Q4	$263K	Sell	4,650 -1,030	-18%	-$55.3K	0.02%	227
2022 Q3	$277K	Hold	5,680	–	–	0.02%	204
2022 Q2	$310K	Hold	5,680	–	–	0.02%	200
2022 Q1	$377K	Hold	5,680	–	–	0.03%	195
2021 Q4	$415K	Hold	5,680	–	–	0.03%	188
2021 Q3	$423K	Sell	5,680 -300	-5%	-$22.8K	0.03%	180
2021 Q2	$443K	Hold	5,980	–	–	0.03%	184
2021 Q1	$430K	Hold	5,980	–	–	0.03%	183
2020 Q4	$409K	Hold	5,980	–	–	0.03%	181
2020 Q3	$353K	Hold	5,980	–	–	0.03%	183
2020 Q2	$321K	Hold	5,980	–	–	0.03%	190
2020 Q1	$268K	Sell	5,980 -693	-10%	-$38.5K	0.03%	212
2019 Q4	$416K	Sell	6,673 -89	-1%	-$5.35K	0.04%	186
2019 Q3	$387K	Hold	6,762	–	–	0.04%	180
2019 Q2	$388K	Buy	6,762 +782	+13%	+$45.1K	0.04%	177
2019 Q1	$343K	Sell	5,980 -181	-3%	-$10.1K	0.03%	186
2018 Q4	$319K	Buy	6,161 +181	+3%	+$10.1K	0.03%	184
2018 Q3	$372K	Hold	5,980	–	–	0.04%	180
2018 Q2	$375K	Hold	5,980	–	–	0.04%	176
2018 Q1	$390K	Sell	5,980 -364	-6%	-$24K	0.04%	173
2017 Q4	$409K	Hold	6,344	–	–	0.04%	175
2017 Q3	$393K	Hold	6,344	–	–	0.05%	144
2017 Q2	$367K	Hold	6,344	–	–	0.05%	145
2017 Q1	$343K	Hold	6,344	–	–	0.05%	148
2016 Q4	$316K	Sell	6,344 -1,150	-15%	-$58K	0.04%	156
2016 Q3	$393K	Sell	7,494 -325	-4%	-$16.5K	0.06%	139
2016 Q2	$377K	Sell	7,819 -90	-1%	-$4.52K	0.05%	142
2016 Q1	$394K	Sell	7,909 -416	-5%	-$19.6K	0.06%	139
2015 Q4	$416K	Hold	8,325	–	–	0.06%	143
2015 Q3	$398K	Sell	8,325 -684	-8%	-$34.1K	0.06%	129
2015 Q2	$460K	Sell	9,009 -75	-0.8%	-$3.91K	0.07%	122
2015 Q1	$449K	Sell	9,084 -20,346	-69%	-$984K	0.07%	120
2014 Q4	$1.38M	Sell	29,430 -565	-2%	-$26.7K	0.24%	66
2014 Q3	$1.46M	Sell	29,995 -564	-2%	-$28.8K	0.27%	63
2014 Q2	$1.62M	Buy	30,559 +229	+0.8%	+$12K	0.3%	62
2014 Q1	$1.58M	Sell	30,330 -410	-1%	-$21K	0.31%	60
2013 Q4	$1.57M	Sell	30,740 -995	-3%	-$49.3K	0.3%	65
2013 Q3	$1.54M	Sell	31,735 -725	-2%	-$33.3K	0.31%	63
2013 Q2	$1.36M	Buy	+32,460	New	+$1.44M	0.3%	61

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cobblestone Capital Advisors's SCZ Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.4% in Q3 2025, buying an estimated $18.7K and bringing the position to 4,900 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #231.

Cobblestone Capital Advisors first reported a position in SCZ in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.62M in Q2 2014. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

Cobblestone Capital Advisors held 4,900 shares of iShares MSCI EAFE Small-Cap ETF worth $376K as of Q3 2025.
Cobblestone Capital Advisors bought 250 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $18.7K.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #231 holding.
Cobblestone Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 50 quarters since.
Cobblestone Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.62M in Q2 2014.
702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.