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
Q1 		$37.3M Sell
491,436
-485,890
-50% -$39.5M 0.05% 284
2025
Q4 		$75.8M Buy
977,326
+614,404
+169% +$47.1M 0.05% 296
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 $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Corient Private Wealth's SCZ Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 50% in Q1 2026, selling an estimated $39.5M and leaving 491,436 shares worth $37.3M. The position accounts for 0.05% of the portfolio, ranked #284.

Corient Private Wealth first reported a position in SCZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $75.8M in Q4 2025. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Corient Private Wealth held 491,436 shares of iShares MSCI EAFE Small-Cap ETF worth $37.3M as of Q1 2026.
  • Corient Private Wealth sold 485,890 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $39.5M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.05% of Corient Private Wealth's portfolio in Q1 2026, its #284 holding.
  • Corient Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $75.8M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.