Crescent Grove Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Crescent Grove Advisors’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	$376K	Buy	4,568 +63	+1%	+$5.28K	0.03%	216
2026 Q1	$353K	Hold	4,505	–	–	0.03%	218
2025 Q4	$349K	Sell	4,505 -73	-2%	-$5.6K	0.03%	218
2025 Q3	$351K	Buy	4,578 +159	+4%	+$11.9K	0.03%	210
2025 Q2	$321K	Buy	4,419 +66	+2%	+$4.47K	0.03%	210
2025 Q1	$277K	Hold	4,353	–	–	0.03%	218
2024 Q4	$264K	Buy	4,353 +86	+2%	+$5.47K	0.03%	232
2024 Q3	$289K	Hold	4,267	–	–	0.03%	222
2024 Q2	$263K	Buy	4,267 +62	+1%	+$3.89K	0.03%	227
2024 Q1	$266K	Hold	4,205	–	–	0.03%	259
2023 Q4	$260K	Buy	+4,205	New	+$240K	0.03%	249

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Crescent Grove Advisors's SCZ Position: Q2 2026 in Review

Crescent Grove Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.4% in Q2 2026, buying an estimated $5.28K and bringing the position to 4,568 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #216.

Crescent Grove Advisors first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Crescent Grove Advisors held 4,568 shares of iShares MSCI EAFE Small-Cap ETF worth $376K as of Q2 2026.
Crescent Grove Advisors bought 63 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $5.28K.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q2 2026, its #216 holding.
Crescent Grove Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.