CA
SCZ icon

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

CoreCap 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 		$253K Sell
3,075
-29
-0.9% -$2.43K 0.01% 771
2026
Q1 		$243K Sell
3,104
-11
-0.4% -$894 0.01% 740
2025
Q4 		$242K Sell
3,115
-577
-16% -$44.2K 0.01% 729
2025
Q3 		$283K Sell
3,692
-1,422
-28% -$106K 0.01% 691
2025
Q2 		$372K Sell
5,114
-208
-4% -$14.1K 0.02% 563
2025
Q1 		$338K Sell
5,322
-1,784
-25% -$113K 0.01% 544
2024
Q4 		$432K Buy
7,106
+1,488
+26% +$94.6K 0.02% 507
2024
Q3 		$380K Buy
+5,618
New +$362K 0.02% 522
2024
Q2 		– Sell
-3,145
Closed -$199K – 2415
2024
Q1 		$199K Sell
3,145
-99
-3% -$6.05K 0.01% 630
2023
Q4 		$201K Buy
+3,244
New +$185K 0.01% 559
2023
Q3 		– Sell
-4,370
Closed -$258K – 601
2023
Q2 		$258K Buy
+4,370
New +$261K 0.02% 479
2022
Q4 		$215K Sell
3,801
-509
-12% -$27.3K 0.02% 518
2022
Q3 		$210K Sell
4,310
-536
-11% -$29.4K 0.02% 482
2022
Q2 		$265K Buy
4,846
+579
+14% +$35K 0.02% 449
2022
Q1 		$283K Sell
4,267
-350
-8% -$23.8K 0.02% 420
2021
Q4 		$337K Buy
+4,617
New +$343K 0.02% 421

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

CoreCap Advisors's SCZ Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.93% in Q2 2026, selling an estimated $2.43K and leaving 3,075 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #771.

CoreCap Advisors first reported a position in SCZ in Q4 2021 and has held it in 16 quarters since. The position peaked at $432K in Q4 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • CoreCap Advisors held 3,075 shares of iShares MSCI EAFE Small-Cap ETF worth $253K as of Q2 2026.
  • CoreCap Advisors sold 29 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $2.43K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #771 holding.
  • CoreCap Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $432K in Q4 2024.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.