Colorado Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Colorado Capital Management’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	$248K	Hold	3,017	–	–	0.08%	94
2026 Q1	$237K	Hold	3,017	–	–	0.09%	95
2025 Q4	$234K	Hold	3,017	–	–	0.09%	97
2025 Q3	$231K	Hold	3,017	–	–	0.09%	98
2025 Q2	$219K	Buy	+3,017	New	+$204K	0.09%	94
2025 Q1	–	Sell	-3,017	Closed	-$183K	–	102
2024 Q4	$183K	Hold	3,017	–	–	0.09%	94
2024 Q3	$204K	Buy	+3,017	New	+$194K	0.1%	90
2022 Q3	–	Sell	-3,172	Closed	-$173K	–	79
2022 Q2	$173K	Hold	3,172	–	–	0.14%	70
2022 Q1	$210K	Hold	3,172	–	–	0.15%	69
2021 Q4	$233K	Hold	3,172	–	–	0.16%	70
2021 Q3	$236K	Hold	3,172	–	–	0.17%	66
2021 Q2	$235K	Hold	3,172	–	–	0.16%	68
2021 Q1	$227K	Hold	3,172	–	–	0.16%	68
2020 Q4	$217K	Buy	+3,172	New	+$200K	0.16%	70
2020 Q1	–	Sell	-3,716	Closed	-$231K	–	83
2019 Q4	$231K	Sell	3,716 -140	-4%	-$8.41K	0.16%	73
2019 Q3	$220K	Hold	3,856	–	–	0.16%	75
2019 Q2	$221K	Sell	3,856 -152	-4%	-$8.78K	0.16%	77
2019 Q1	$230K	Sell	4,008 -30	-0.7%	-$1.68K	0.17%	73
2018 Q4	$209K	Buy	4,038 +3	+0.1%	+$168	0.17%	71
2018 Q3	$251K	Hold	4,035	–	–	0.18%	74
2018 Q2	$253K	Sell	4,035 -47	-1%	-$3.08K	0.17%	80
2018 Q1	$266K	Sell	4,082 -62	-1%	-$4.09K	0.18%	74
2017 Q4	$267K	Hold	4,144	–	–	0.19%	69
2017 Q3	$256K	Hold	4,144	–	–	0.19%	63
2017 Q2	$239K	Hold	4,144	–	–	0.19%	63
2017 Q1	$224K	Buy	4,144 +68	+2%	+$3.57K	0.19%	67
2016 Q4	$203K	Hold	4,076	–	–	0.18%	65
2016 Q3	$214K	Buy	+4,076	New	+$207K	0.2%	62

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Colorado Capital Management's SCZ Position: Q2 2026 in Review

Colorado Capital Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 3,017 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #94.

Colorado Capital Management first reported a position in SCZ in Q3 2016 and has held it in 28 quarters since. The position peaked at $267K in Q4 2017. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Colorado Capital Management held 3,017 shares of iShares MSCI EAFE Small-Cap ETF worth $248K as of Q2 2026.
Colorado Capital Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.08% of Colorado Capital Management's portfolio in Q2 2026, its #94 holding.
Colorado Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2016 and has held it in 28 quarters since.
Colorado Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $267K in Q4 2017.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.