Covestor
SCZ icon

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

Covestor’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
Q3 		$6K Sell
70
-12
-15% -$1.02K ﹤0.01% 1816
2026
Q2 		$7K Sell
82
-17
-17% -$1.42K ﹤0.01% 1801
2026
Q1 		$8K Buy
99
+27
+38% +$2.2K 0.01% 1607
2025
Q4 		$6K Sell
72
-82
-53% -$6.29K ﹤0.01% 1827
2025
Q3 		$12K Sell
154
-48
-24% -$3.59K 0.01% 1510
2025
Q2 		$15K Buy
202
+24
+13% +$1.62K 0.01% 1357
2025
Q1 		$11K Sell
178
-51
-22% -$3.22K 0.01% 1454
2024
Q4 		$14K Buy
229
+27
+13% +$1.72K 0.01% 1353
2024
Q3 		$14K Buy
202
+23
+13% +$1.48K 0.01% 1365
2024
Q2 		$11K Buy
179
+49
+38% +$3.07K 0.01% 1488
2024
Q1 		$8K Hold
130
– – 0.01% 1715
2023
Q4 		$8K Buy
130
+10
+8% +$571 0.01% 1692
2023
Q3 		$7K Sell
120
-67
-36% -$3.95K 0.01% 1640
2023
Q2 		$11K Buy
187
+53
+40% +$3.17K 0.01% 1394
2023
Q1 		$8K Buy
134
+63
+89% +$3.74K 0.01% 1435
2022
Q4 		$4K Sell
71
-39
-35% -$2.09K ﹤0.01% 1643
2022
Q3 		$5K Buy
110
+8
+8% +$439 ﹤0.01% 1507
2022
Q2 		$6K Sell
102
-1
-1% -$61 ﹤0.01% 1376
2022
Q1 		$7K Buy
103
+55
+115% +$3.74K ﹤0.01% 1420
2021
Q4 		$4K Buy
+48
New +$3.56K 0.01% 1415

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Covestor's SCZ Position: Q3 2026 in Review

Covestor reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 15% in Q3 2026, selling an estimated $1.02K and leaving 70 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Covestor first reported a position in SCZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $15K in Q2 2025. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Covestor held 70 shares of iShares MSCI EAFE Small-Cap ETF worth $6K as of Q3 2026.
  • Covestor sold 12 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $1.02K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1816 holding.
  • Covestor first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Covestor's iShares MSCI EAFE Small-Cap ETF position peaked at $15K in Q2 2025.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.