Crewe Advisors’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
Q2 | $3.26M | Buy |
39,586
+1,527
| +4% | +$128K | 0.24% | 45 |
|
|
2026
Q1 | $2.98M | Buy |
38,059
+987
| +3% | +$80.3K | 0.25% | 49 |
|
|
2025
Q4 | $2.87M | Buy |
37,072
+3,783
| +11% | +$290K | 0.25% | 44 |
|
|
2025
Q3 | $2.55M | Buy |
33,289
+129
| +0.4% | +$9.65K | 0.24% | 49 |
|
|
2025
Q2 | $2.41M | Sell |
33,160
-538
| -2% | -$36.4K | 0.34% | 39 |
|
|
2025
Q1 | $2.14M | Sell |
33,698
-330
| -1% | -$20.8K | 0.3% | 37 |
|
|
2024
Q4 | $2.07M | Sell |
34,028
-7,647
| -18% | -$486K | 0.29% | 37 |
|
|
2024
Q3 | $2.82M | Buy |
41,675
+7,320
| +21% | +$471K | 0.33% | 35 |
|
|
2024
Q2 | $2.12M | Buy |
34,355
+2,059
| +6% | +$129K | 0.24% | 47 |
|
|
2024
Q1 | $2.05M | Buy |
32,296
+2,263
| +8% | +$138K | 0.24% | 46 |
|
|
2023
Q4 | $1.86M | Buy |
30,033
+795
| +3% | +$45.4K | 0.29% | 31 |
|
|
2023
Q3 | $1.65M | Buy |
29,238
+3,421
| +13% | +$202K | 0.29% | 30 |
|
|
2023
Q2 | $1.52M | Buy |
25,817
+341
| +1% | +$20.4K | 0.21% | 41 |
|
|
2023
Q1 | $1.52M | Sell |
25,476
-4,300
| -14% | -$255K | 0.22% | 43 |
|
|
2022
Q4 | $1.68M | Sell |
29,776
-17,292
| -37% | -$928K | 0.27% | 41 |
|
|
2022
Q3 | $2.3M | Buy |
47,068
+28,119
| +148% | +$1.54M | 0.41% | 28 |
|
|
2022
Q2 | $1.03M | Buy |
18,949
+7,624
| +67% | +$461K | 0.23% | 35 |
|
|
2022
Q1 | $751K | Buy |
11,325
+5,934
| +110% | +$403K | 0.15% | 38 |
|
|
2021
Q4 | $394K | Buy |
5,391
+4,399
| +443% | +$327K | 0.08% | 53 |
|
|
2021
Q3 | $74K | Buy |
992
+190
| +24% | +$14.5K | 0.02% | 126 |
|
|
2021
Q2 | $59K | Buy |
802
+348
| +77% | +$26.1K | 0.01% | 147 |
|
|
2021
Q1 | $33K | Buy |
454
+96
| +27% | +$6.81K | 0.01% | 177 |
|
|
2020
Q4 | $24K | Hold |
358
| – | – | 0.01% | 191 |
|
|
2020
Q3 | $21K | Sell |
358
-110
| -24% | -$6.31K | 0.01% | 177 |
|
|
2020
Q2 | $25K | Sell |
468
-492
| -51% | -$24.8K | 0.01% | 135 |
|
|
2020
Q1 | $43K | Sell |
960
-18,548
| -95% | -$1.03M | 0.03% | 98 |
|
|
2019
Q4 | $1.22M | Buy |
19,508
+15,522
| +389% | +$933K | 0.53% | 20 |
|
|
2019
Q3 | $228K | Sell |
3,986
-895
| -18% | -$50.6K | 0.1% | 50 |
|
|
2019
Q2 | $280K | Sell |
4,881
-45
| -0.9% | -$2.6K | 0.09% | 68 |
|
|
2019
Q1 | $283K | Buy |
4,926
+118
| +2% | +$6.61K | 0.09% | 46 |
|
|
2018
Q4 | $249K | Buy |
4,808
+3,829
| +391% | +$214K | 0.08% | 51 |
|
|
2018
Q3 | $61K | Buy |
979
+32
| +3% | +$2K | 0.05% | 105 |
|
|
2018
Q2 | $59K | Hold |
947
| – | – | 0.05% | 110 |
|
|
2018
Q1 | $62K | Buy |
947
+544
| +135% | +$35.9K | 0.06% | 99 |
|
|
2017
Q4 | $26K | Buy |
+403
| New | +$25.4K | 0.03% | 172 |
|
Other funds holding SCZ
TWIM
TCIIS
Crewe Advisors's SCZ Position: Q2 2026 in Review
Crewe Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4% in Q2 2026, buying an estimated $128K and bringing the position to 39,586 shares worth $3.26M. The position accounts for 0.24% of the portfolio, ranked #45.
Crewe Advisors first reported a position in SCZ in Q4 2017 and has held it in 35 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.
- Crewe Advisors held 39,586 shares of iShares MSCI EAFE Small-Cap ETF worth $3.26M as of Q2 2026.
- Crewe Advisors bought 1,527 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $128K.
- iShares MSCI EAFE Small-Cap ETF made up 0.24% of Crewe Advisors's portfolio in Q2 2026, its #45 holding.
- Crewe Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.