DMC Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

DMC Group’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	$680K	Sell	8,265 -1,105	-12%	-$92.5K	0.47%	62
2026 Q1	$735K	Buy	9,370 +1,163	+14%	+$94.6K	0.5%	58
2025 Q4	$636K	Buy	8,207 +2,122	+35%	+$163K	0.42%	74
2025 Q3	$467K	Buy	6,085 +1,983	+48%	+$148K	0.32%	88
2025 Q2	$298K	Buy	+4,102	New	+$278K	0.23%	106
2022 Q1	–	Sell	-4,765	Closed	-$318K	–	126
2021 Q4	$318K	Buy	+4,765	New	+$354K	0.27%	100

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

DMC Group's SCZ Position: Q2 2026 in Review

DMC Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 12% in Q2 2026, selling an estimated $92.5K and leaving 8,265 shares worth $680K. The position accounts for 0.47% of the portfolio, ranked #62.

DMC Group first reported a position in SCZ in Q4 2021 and has held it in 6 quarters since. The position peaked at $735K in Q1 2026. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

DMC Group held 8,265 shares of iShares MSCI EAFE Small-Cap ETF worth $680K as of Q2 2026.
DMC Group sold 1,105 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $92.5K.
iShares MSCI EAFE Small-Cap ETF made up 0.47% of DMC Group's portfolio in Q2 2026, its #62 holding.
DMC Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 6 quarters since.
DMC Group's iShares MSCI EAFE Small-Cap ETF position peaked at $735K in Q1 2026.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.