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

Cornerstone 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 		$6.05M Buy
73,520
+1,159
+2% +$97.1K 0.87% 20
2026
Q1 		$5.67M Buy
72,361
+2,232
+3% +$181K 0.9% 20
2025
Q4 		$5.44M Buy
70,129
+1,700
+2% +$130K 0.89% 20
2025
Q3 		$5.25M Buy
68,429
+3,524
+5% +$264K 0.87% 20
2025
Q2 		$4.72M Sell
64,905
-1,377
-2% -$93.2K 0.82% 18
2025
Q1 		$4.21M Sell
66,282
-2,319
-3% -$146K 0.79% 20
2024
Q4 		$4.17M Sell
68,601
-24,191
-26% -$1.54M 0.81% 18
2024
Q3 		$6.28M Sell
92,792
-3,534
-4% -$227K 1.31% 14
2024
Q2 		$5.94M Sell
96,326
-4,359
-4% -$273K 1.31% 14
2024
Q1 		$6.38M Buy
100,685
+9,960
+11% +$609K 1.42% 15
2023
Q4 		$5.62M Sell
90,725
-2,176
-2% -$124K 1.43% 15
2023
Q3 		$5.25M Buy
92,901
+1,057
+1% +$62.4K 1.4% 15
2023
Q2 		$5.42M Buy
91,844
+149
+0.2% +$8.91K 1.38% 15
2023
Q1 		$5.46M Buy
91,695
+3,149
+4% +$187K 1.42% 15
2022
Q4 		$5M Sell
88,546
-5,412
-6% -$291K 1.41% 16
2022
Q3 		$4.58M Buy
93,958
+1,530
+2% +$83.9K 1.25% 16
2022
Q2 		$5.05M Buy
92,428
+4,306
+5% +$261K 1.31% 16
2022
Q1 		$5.85M Buy
88,122
+3,799
+5% +$258K 1.44% 14
2021
Q4 		$6.16M Buy
84,323
+2,008
+2% +$149K 1.7% 13
2021
Q3 		$6.13M Buy
82,315
+2,595
+3% +$198K 1.61% 15
2021
Q2 		$5.91M Buy
79,720
+2,035
+3% +$153K 1.59% 15
2021
Q1 		$5.58M Buy
77,685
+178
+0.2% +$12.6K 1.6% 14
2020
Q4 		$5.3M Buy
77,507
+9,545
+14% +$602K 1.68% 10
2020
Q3 		$4.01M Buy
67,962
+3,672
+6% +$210K 1.32% 16
2020
Q2 		$3.45M Sell
64,290
-2,482
-4% -$125K 1.22% 18
2020
Q1 		$2.99M Sell
66,772
-6,480
-9% -$360K 1.38% 13
2019
Q4 		$4.56M Buy
73,252
+8,748
+14% +$526K 1.93% 10
2019
Q3 		$3.69M Buy
64,504
+6,538
+11% +$369K 1.69% 13
2019
Q2 		$3.33M Buy
57,966
+318
+0.6% +$18.4K 1.54% 13
2019
Q1 		$3.31M Buy
57,648
+2,560
+5% +$143K 1.61% 12
2018
Q4 		$2.85M Buy
55,088
+13,312
+32% +$745K 1.72% 12
2018
Q3 		$2.6M Buy
41,776
+1,682
+4% +$105K 1.4% 15
2018
Q2 		$2.52M Buy
40,094
+15,845
+65% +$1.04M 1.45% 14
2018
Q1 		$1.58M Sell
24,249
-1,694
-7% -$112K 0.9% 17
2017
Q4 		$1.67M Buy
+25,943
New +$1.63M 0.85% 18

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Cornerstone Management's SCZ Position: Q2 2026 in Review

Cornerstone Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.6% in Q2 2026, buying an estimated $97.1K and bringing the position to 73,520 shares worth $6.05M. The position accounts for 0.87% of the portfolio, ranked #20.

Cornerstone Management first reported a position in SCZ in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.38M in Q1 2024. 139 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Cornerstone Management held 73,520 shares of iShares MSCI EAFE Small-Cap ETF worth $6.05M as of Q2 2026.
  • Cornerstone Management bought 1,159 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $97.1K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.87% of Cornerstone Management's portfolio in Q2 2026, its #20 holding.
  • Cornerstone Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Cornerstone Management's iShares MSCI EAFE Small-Cap ETF position peaked at $6.38M in Q1 2024.
  • 139 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Cornerstone Management's 13F filing for Q2 2026, filed 16 Jul 2026.