CI
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CX Institutional’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

CX Institutional’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 		$11K Hold
130
– – ﹤0.01% 1340
2026
Q2 		$11K Sell
130
-7
-5% -$586 ﹤0.01% 1279
2026
Q1 		$11K Sell
137
-233
-63% -$18.9K ﹤0.01% 1280
2025
Q4 		$29K Sell
370
-50
-12% -$3.83K ﹤0.01% 1062
2025
Q3 		$32K Buy
+420
New +$31.4K ﹤0.01% 1019
2025
Q2 		– Sell
-28
Closed -$2K – 1242
2025
Q1 		$2K Buy
+28
New +$1.77K ﹤0.01% 1149
2022
Q4 		– Sell
-207,070
Closed -$10.1M – 563
2022
Q3 		$10.1M Buy
207,070
+42,001
+25% +$2.3M 0.7% 32
2022
Q2 		$9.01M Buy
165,069
+37,929
+30% +$2.29M 0.68% 34
2022
Q1 		$8.43M Sell
127,140
-27,596
-18% -$1.87M 0.68% 33
2021
Q4 		$11.3M Sell
154,736
-19,520
-11% -$1.45M 0.9% 25
2021
Q3 		$13M Sell
174,256
-669
-0.4% -$50.9K 1.06% 19
2021
Q2 		$13M Buy
174,925
+6,373
+4% +$478K 1.07% 17
2021
Q1 		$12.1M Buy
168,552
+57,227
+51% +$4.06M 1.08% 17
2020
Q4 		$7.61M Buy
111,325
+33,756
+44% +$2.13M 0.73% 33
2020
Q3 		$4.58M Sell
77,569
-121
-0.2% -$6.94K 0.49% 56
2020
Q2 		$4.17M Sell
77,690
-34,417
-31% -$1.73M 0.55% 38
2020
Q1 		$5.03M Buy
+112,107
New +$6.23M 0.82% 28
2018
Q3 		– Sell
-17,946
Closed -$1.13M – 352
2018
Q2 		$1.13M Buy
+17,946
New +$1.17M 0.42% 77

Other funds holding SCZ

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

CX Institutional's SCZ Position: Q3 2026 in Review

CX Institutional held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 130 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

CX Institutional first reported a position in SCZ in Q2 2018 and has held it in 18 quarters since. The position peaked at $13M in Q2 2021. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • CX Institutional held 130 shares of iShares MSCI EAFE Small-Cap ETF worth $11K as of Q3 2026.
  • CX Institutional left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1340 holding.
  • CX Institutional first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 18 quarters since.
  • CX Institutional's iShares MSCI EAFE Small-Cap ETF position peaked at $13M in Q2 2021.
  • 38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.