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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CX Institutional's SCZ Position: Q2 2026 in Review

CX Institutional reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.1% in Q2 2026, selling an estimated $586 and leaving 130 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

CX Institutional first reported a position in SCZ in Q2 2018 and has held it in 17 quarters since. The position peaked at $13M in Q2 2021. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • CX Institutional held 130 shares of iShares MSCI EAFE Small-Cap ETF worth $11K as of Q2 2026.
  • CX Institutional sold 7 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $586.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1279 holding.
  • CX Institutional first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 17 quarters since.
  • CX Institutional's iShares MSCI EAFE Small-Cap ETF position peaked at $13M in Q2 2021.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.