Corient Private Wealth
SCZ icon

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

Corient Private Wealth’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 		$19.3M Sell
234,532
-256,904
-52% -$21.5M 0.03% 425
2026
Q1 		$37.3M Sell
491,436
-770
-0.2% -$62.6K 0.05% 284
2025
Q4 		$38.2M Buy
492,206
+129,284
+36% +$9.91M 0.05% 291
2025
Q3 		$27.8M Sell
362,922
-25,195
-6% -$1.88M 0.04% 334
2025
Q2 		$28.2M Sell
388,117
-298,932
-44% -$20.2M 0.04% 329
2025
Q1 		$43.6M Buy
687,049
+41,674
+6% +$2.63M 0.07% 242
2024
Q4 		$39.2M Sell
645,375
-23,789
-4% -$1.51M 0.07% 265
2024
Q3 		$45.3M Buy
669,164
+11,320
+2% +$728K 0.07% 252
2024
Q2 		$40.5M Sell
657,844
-3,061
-0.5% -$192K 0.07% 254
2024
Q1 		$41.9M Sell
660,905
-14,763
-2% -$903K 0.07% 254
2023
Q4 		$41.8M Sell
675,668
-26,232
-4% -$1.5M 0.08% 247
2023
Q3 		$39.6M Buy
701,900
+4,567
+0.7% +$269K 0.09% 235
2023
Q2 		$41.1M Sell
697,333
-30,433
-4% -$1.82M 0.09% 218
2023
Q1 		$43.3M Buy
727,766
+52,875
+8% +$3.14M 0.12% 172
2022
Q4 		$38.1M Buy
+674,891
New +$36.2M 0.14% 169

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

Corient Private Wealth's SCZ Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 52% in Q2 2026, selling an estimated $21.5M and leaving 234,532 shares worth $19.3M. The position accounts for 0.03% of the portfolio, ranked #425.

Corient Private Wealth first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $45.3M in Q3 2024. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Corient Private Wealth held 234,532 shares of iShares MSCI EAFE Small-Cap ETF worth $19.3M as of Q2 2026.
  • Corient Private Wealth sold 256,904 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $21.5M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #425 holding.
  • Corient Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $45.3M in Q3 2024.
  • 770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.