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Disciplined Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Disciplined Investments’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
Q1 		$3.02M Sell
38,493
-443
-1% -$36K 1.08% 28
2025
Q4 		$3.02M Sell
38,936
-2,277
-6% -$175K 1.16% 28
2025
Q3 		$3.16M Sell
41,213
-2,467
-6% -$185K 1.26% 27
2025
Q2 		$3.17M Sell
43,680
-873
-2% -$59.1K 1.34% 23
2025
Q1 		$2.83M Buy
44,553
+109
+0.2% +$6.88K 1.3% 22
2024
Q4 		$2.7M Buy
44,444
+809
+2% +$51.5K 1.33% 24
2024
Q3 		$2.95M Sell
43,635
-80
-0.2% -$5.15K 1.46% 24
2024
Q2 		$2.69M Buy
43,715
+690
+2% +$43.3K 1.43% 24
2024
Q1 		$2.72M Sell
43,025
-3,423
-7% -$209K 1.49% 23
2023
Q4 		$2.88M Sell
46,448
-1,333
-3% -$76.1K 1.68% 18
2023
Q3 		$2.7M Sell
47,781
-1,648
-3% -$97.2K 1.64% 21
2023
Q2 		$2.92M Sell
49,429
-10,997
-18% -$658K 1.56% 22
2023
Q1 		$3.6M Sell
60,426
-1,539
-2% -$91.4K 1.51% 20
2022
Q4 		$3.5M Sell
61,965
-7,105
-10% -$381K 1.71% 18
2022
Q3 		$3.37M Sell
69,070
-4,231
-6% -$232K 1.55% 21
2022
Q2 		$4M Sell
73,301
-7,130
-9% -$431K 1.81% 15
2022
Q1 		$5.34M Buy
80,431
+7,331
+10% +$498K 2.21% 10
2021
Q4 		$5.34M Buy
73,100
+3,605
+5% +$268K 2.36% 7
2021
Q3 		$5.17M Buy
69,495
+4,877
+8% +$371K 2.51% 7
2021
Q2 		$4.79M Buy
64,618
+5,349
+9% +$401K 2.46% 8
2021
Q1 		$4.26M Sell
59,269
-2,056
-3% -$146K 2.51% 7
2020
Q4 		$4.19M Buy
61,325
+720
+1% +$45.4K 2.8% 6
2020
Q3 		$3.58M Buy
60,605
+1,377
+2% +$78.9K 2.64% 7
2020
Q2 		$3.18M Buy
59,228
+1,969
+3% +$99.2K 2.47% 8
2020
Q1 		$2.57M Sell
57,259
-11,381
-17% -$633K 2.44% 8
2019
Q4 		$4.28M Buy
+68,640
New +$4.12M 3.61% 4

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Disciplined Investments's SCZ Position: Q1 2026 in Review

Disciplined Investments reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.1% in Q1 2026, selling an estimated $36K and leaving 38,493 shares worth $3.02M. The position accounts for 1.08% of the portfolio, ranked #28.

Disciplined Investments first reported a position in SCZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.34M in Q4 2021. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Disciplined Investments held 38,493 shares of iShares MSCI EAFE Small-Cap ETF worth $3.02M as of Q1 2026.
  • Disciplined Investments sold 443 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $36K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.08% of Disciplined Investments's portfolio in Q1 2026, its #28 holding.
  • Disciplined Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Disciplined Investments's iShares MSCI EAFE Small-Cap ETF position peaked at $5.34M in Q4 2021.
  • 759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.