Creative Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $308M | Sell |
3,924,370
-76,734
| -2% | -$6.24M | 0.21% | 55 |
|
|
2025
Q4 | $310M | Sell |
4,001,104
-144,669
| -3% | -$11.1M | 0.22% | 50 |
|
|
2025
Q3 | $318M | Sell |
4,145,773
-133,499
| -3% | -$9.99M | 0.24% | 47 |
|
|
2025
Q2 | $311M | Sell |
4,279,272
-219,756
| -5% | -$14.9M | 0.27% | 44 |
|
|
2025
Q1 | $286M | Sell |
4,499,028
-197,133
| -4% | -$12.5M | 0.27% | 46 |
|
|
2024
Q4 | $285M | Sell |
4,696,161
-137,185
| -3% | -$8.73M | 0.28% | 47 |
|
|
2024
Q3 | $327M | Sell |
4,833,346
-138,395
| -3% | -$8.91M | 0.32% | 42 |
|
|
2024
Q2 | $306M | Sell |
4,971,741
-97,798
| -2% | -$6.13M | 0.33% | 43 |
|
|
2024
Q1 | $321M | Sell |
5,069,539
-99,490
| -2% | -$6.09M | 0.36% | 42 |
|
|
2023
Q4 | $320M | Sell |
5,169,029
-51,874
| -1% | -$2.96M | 0.59% | 34 |
|
|
2023
Q3 | $295M | Sell |
5,220,903
-116,016
| -2% | -$6.85M | 0.39% | 39 |
|
|
2023
Q2 | $315M | Buy |
5,336,919
+150,056
| +3% | +$8.98M | 0.42% | 39 |
|
|
2023
Q1 | $309M | Sell |
5,186,863
-167,937
| -3% | -$9.97M | 0.44% | 35 |
|
|
2022
Q4 | $302M | Buy |
5,354,800
+347,744
| +7% | +$18.7M | 0.45% | 35 |
|
|
2022
Q3 | $244M | Buy |
5,007,056
+100,686
| +2% | +$5.52M | 0.42% | 38 |
|
|
2022
Q2 | $268M | Buy |
4,906,370
+106,215
| +2% | +$6.43M | 0.44% | 36 |
|
|
2022
Q1 | $318M | Sell |
4,800,155
-142,063
| -3% | -$9.65M | 0.49% | 35 |
|
|
2021
Q4 | $361M | Buy |
4,942,218
+448,090
| +10% | +$33.3M | 0.58% | 34 |
|
|
2021
Q3 | $334M | Buy |
4,494,128
+54,544
| +1% | +$4.15M | 0.59% | 33 |
|
|
2021
Q2 | $329M | Sell |
4,439,584
-301,372
| -6% | -$22.6M | 0.58% | 32 |
|
|
2021
Q1 | $341M | Sell |
4,740,956
-91,802
| -2% | -$6.52M | 0.69% | 30 |
|
|
2020
Q4 | $330M | Buy |
4,832,758
+8,241
| +0.2% | +$520K | 0.73% | 28 |
|
|
2020
Q3 | $285M | Sell |
4,824,517
-72,287
| -1% | -$4.14M | 0.74% | 30 |
|
|
2020
Q2 | $263M | Buy |
4,896,804
+156,238
| +3% | +$7.87M | 0.76% | 30 |
|
|
2020
Q1 | $213M | Sell |
4,740,566
-911,880
| -16% | -$50.7M | 0.75% | 28 |
|
|
2019
Q4 | $352M | Buy |
5,652,446
+34,134
| +0.6% | +$2.05M | 1.06% | 21 |
|
|
2019
Q3 | $322M | Sell |
5,618,312
-6,702
| -0.1% | -$379K | 1.05% | 21 |
|
|
2019
Q2 | $323M | Sell |
5,625,014
-87,244
| -2% | -$5.04M | 1.09% | 21 |
|
|
2019
Q1 | $328M | Sell |
5,712,258
-145,253
| -2% | -$8.14M | 1.18% | 20 |
|
|
2018
Q4 | $304M | Sell |
5,857,511
-974,300
| -14% | -$54.6M | 1.24% | 19 |
|
|
2018
Q3 | $425M | Sell |
6,831,811
-229,713
| -3% | -$14.3M | 1.58% | 14 |
|
|
2018
Q2 | $443M | Sell |
7,061,524
-162,549
| -2% | -$10.6M | 1.74% | 13 |
|
|
2018
Q1 | $471M | Sell |
7,224,073
-158,094
| -2% | -$10.4M | 1.92% | 11 |
|
|
2017
Q4 | $476M | Buy |
7,382,167
+277,357
| +4% | +$17.5M | 2.05% | 10 |
|
|
2017
Q3 | $440M | Buy |
7,104,810
+565,485
| +9% | +$33.8M | 2.05% | 10 |
|
|
2017
Q2 | $378M | Buy |
6,539,325
+688,535
| +12% | +$39.2M | 1.91% | 12 |
|
|
2017
Q1 | $317M | Buy |
5,850,790
+732,376
| +14% | +$38.5M | 1.73% | 15 |
|
|
2016
Q4 | $255M | Buy |
5,118,414
+450,584
| +10% | +$22.7M | 1.55% | 16 |
|
|
2016
Q3 | $245M | Buy |
4,667,830
+521,859
| +13% | +$26.4M | 1.56% | 16 |
|
|
2016
Q2 | $200M | Buy |
4,145,971
+390,936
| +10% | +$19.6M | 1.45% | 17 |
|
|
2016
Q1 | $187M | Sell |
3,755,035
-249,127
| -6% | -$11.7M | 1.46% | 17 |
|
|
2015
Q4 | $200M | Buy |
4,004,162
+407,033
| +11% | +$20.3M | 1.64% | 12 |
|
|
2015
Q3 | $172M | Buy |
3,597,129
+174,035
| +5% | +$8.68M | 1.52% | 15 |
|
|
2015
Q2 | $175M | Buy |
3,423,094
+450,095
| +15% | +$23.5M | 1.58% | 16 |
|
|
2015
Q1 | $147M | Buy |
2,972,999
+778,377
| +35% | +$37.6M | 1.38% | 18 |
|
|
2014
Q4 | $103M | Buy |
2,194,622
+595,247
| +37% | +$28.1M | 1.07% | 20 |
|
|
2014
Q3 | $77.6M | Buy |
1,599,375
+223,677
| +16% | +$11.4M | 0.9% | 23 |
|
|
2014
Q2 | $72.8M | Buy |
1,375,698
+386,739
| +39% | +$20.2M | 0.94% | 22 |
|
|
2014
Q1 | $51.6M | Buy |
988,959
+379,371
| +62% | +$19.4M | 0.78% | 23 |
|
|
2013
Q4 | $31.1M | Buy |
609,588
+385,134
| +172% | +$19.1M | 0.53% | 29 |
|
|
2013
Q3 | $10.9M | Buy |
224,454
+189,624
| +544% | +$8.71M | 0.22% | 52 |
|
|
2013
Q2 | $1.46M | Buy |
+34,830
| New | +$1.54M | 0.03% | 178 |
|
Other funds holding SCZ
TWIM
TCIIS
Creative Planning's SCZ Position: Q1 2026 in Review
Creative Planning reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.9% in Q1 2026, selling an estimated $6.24M and leaving 3,924,370 shares worth $308M. The position accounts for 0.21% of the portfolio, ranked #55.
Creative Planning first reported a position in SCZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $476M in Q4 2017. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.
- Creative Planning held 3,924,370 shares of iShares MSCI EAFE Small-Cap ETF worth $308M as of Q1 2026.
- Creative Planning sold 76,734 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $6.24M.
- iShares MSCI EAFE Small-Cap ETF made up 0.21% of Creative Planning's portfolio in Q1 2026, its #55 holding.
- Creative Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's iShares MSCI EAFE Small-Cap ETF position peaked at $476M in Q4 2017.
- 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.