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DOHJ LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

DOHJ LLC’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
2025
Q3 		– Sell
-22,777
Closed -$1.48M – 111
2025
Q2 		$1.48M Sell
22,777
-963
-4% -$65.2K 0.43% 57
2025
Q1 		$1.51M Sell
23,740
-528
-2% -$33.4K 0.34% 65
2024
Q4 		$1.47M Sell
24,268
-2,645
-10% -$168K 0.34% 66
2024
Q3 		$1.8M Buy
26,913
+2,819
+12% +$181K 0.42% 62
2024
Q2 		$1.49M Buy
24,094
+1,055
+5% +$66.1K 0.37% 64
2024
Q1 		$1.46M Buy
23,039
+1,573
+7% +$96.2K 0.39% 64
2023
Q4 		$1.33M Sell
21,466
-16,107
-43% -$920K 0.39% 60
2023
Q3 		$2.08M Sell
37,573
-3,894
-9% -$230K 0.93% 32
2023
Q2 		$2.45M Buy
41,467
+4,526
+12% +$271K 1.05% 27
2023
Q1 		$2.2M Buy
36,941
+6,410
+21% +$381K 1.11% 27
2022
Q4 		$1.72M Sell
30,531
-12,448
-29% -$668K 0.97% 35
2022
Q3 		$2.1M Sell
42,979
-6,095
-12% -$334K 1.42% 21
2022
Q2 		$2.68M Sell
49,074
-844
-2% -$51.1K 1.53% 21
2022
Q1 		$3.31M Sell
49,918
-7,324
-13% -$497K 1.59% 20
2021
Q4 		$4.18M Sell
57,242
-751
-1% -$55.8K 1.87% 15
2021
Q3 		$4.42M Buy
57,993
+8,602
+17% +$655K 2.09% 13
2021
Q2 		$3.66M Buy
49,391
+4,999
+11% +$375K 1.93% 15
2021
Q1 		$3.19M Sell
44,392
-193
-0.4% -$13.7K 1.86% 16
2020
Q4 		$3.13M Buy
44,585
+10,661
+31% +$673K 1.85% 16
2020
Q3 		$2.06M Sell
33,924
-252
-0.7% -$14.4K 1.29% 26
2020
Q2 		$1.93M Sell
34,176
-414
-1% -$20.9K 1.32% 27
2020
Q1 		$1.55M Buy
34,590
+788
+2% +$43.8K 1.51% 23
2019
Q4 		$2.1M Buy
+33,802
New +$2.03M 1.87% 14

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DOHJ LLC's SCZ Position: Q3 2025 in Review

DOHJ LLC sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2025, closing a stake of 22,777 shares — an estimated $1.48M sold.

DOHJ LLC first reported a position in SCZ in Q4 2019 and held it in 23 quarters. The position peaked at $4.42M in Q3 2021. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • DOHJ LLC reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 22,777 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $1.48M.
  • DOHJ LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 23 quarters.
  • DOHJ LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $4.42M in Q3 2021.
  • 702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.