DACG
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Donor Advised Charitable Giving’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Donor Advised Charitable Giving’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 		$739K Sell
8,988
-225
-2% -$18.8K 0.02% 21
2026
Q1 		$722K Sell
9,213
-552
-6% -$44.9K 0.02% 20
2025
Q4 		$757K Sell
9,765
-62
-0.6% -$4.75K 0.02% 23
2025
Q3 		$754K Sell
9,827
-178
-2% -$13.3K 0.02% 27
2025
Q2 		$727K Sell
10,005
-190
-2% -$12.9K 0.01% 29
2025
Q1 		$648K Sell
10,195
-20
-0.2% -$1.26K 0.02% 30
2024
Q4 		$621K Buy
10,215
+231
+2% +$14.7K 0.01% 27
2024
Q3 		$676K Sell
9,984
-82
-0.8% -$5.28K 0.02% 23
2024
Q2 		$620K Buy
10,066
+277
+3% +$17.4K 0.01% 26
2024
Q1 		$620K Buy
9,789
+151
+2% +$9.24K 0.02% 20
2023
Q4 		$597K Buy
9,638
+551
+6% +$31.5K 0.03% 22
2023
Q3 		$513K Hold
9,087
– – 0.03% 15
2023
Q2 		$536K Sell
9,087
-982
-10% -$58.7K 0.03% 17
2023
Q1 		$599K Buy
10,069
+209
+2% +$12.4K 0.06% 26
2022
Q4 		$557K Hold
9,860
– – 0.09% 23
2022
Q3 		$481K Buy
9,860
+412
+4% +$22.6K 0.1% 24
2022
Q2 		$516K Buy
9,448
+11
+0.1% +$666 0.09% 24
2022
Q1 		$626K Buy
9,437
+53
+0.6% +$3.6K 0.06% 26
2021
Q4 		$686K Sell
9,384
-101
-1% -$7.5K 0.07% 22
2021
Q3 		$706K Sell
9,485
-1,354
-12% -$103K 0.13% 25
2021
Q2 		$804K Sell
10,839
-350
-3% -$26.3K 0.09% 75
2021
Q1 		$804K Sell
11,189
-1,136
-9% -$80.6K 0.08% 73
2020
Q4 		$842K Sell
12,325
-595
-5% -$37.5K 0.11% 72
2020
Q3 		$762K Buy
12,920
+4,103
+47% +$235K 0.22% 13
2020
Q2 		$473K Buy
+8,817
New +$444K 0.18% 19
2019
Q3 		– Sell
-4,386
Closed -$252K – 56
2019
Q2 		$252K Buy
+4,386
New +$253K 0.2% 47
2018
Q4 		– Sell
-3,479
Closed -$217K – 22
2018
Q3 		$217K Buy
+3,479
New +$217K 0.16% 17

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

Donor Advised Charitable Giving's SCZ Position: Q2 2026 in Review

Donor Advised Charitable Giving reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.4% in Q2 2026, selling an estimated $18.8K and leaving 8,988 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #21.

Donor Advised Charitable Giving first reported a position in SCZ in Q3 2018 and has held it in 27 quarters since. The position peaked at $842K in Q4 2020. 768 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Donor Advised Charitable Giving held 8,988 shares of iShares MSCI EAFE Small-Cap ETF worth $739K as of Q2 2026.
  • Donor Advised Charitable Giving sold 225 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $18.8K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #21 holding.
  • Donor Advised Charitable Giving first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and has held it in 27 quarters since.
  • Donor Advised Charitable Giving's iShares MSCI EAFE Small-Cap ETF position peaked at $842K in Q4 2020.
  • 768 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.