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Dorato Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Dorato Capital Management’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 		$10K Hold
120
– – 0.01% 228
2026
Q1 		$9.95K Hold
120
– – 0.01% 227
2025
Q4 		$9.63K Buy
+120
New +$9.2K 0.01% 230

Other funds holding SCZ

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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Dorato Capital Management's SCZ Position: Q2 2026 in Review

Dorato Capital Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 120 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #228.

Dorato Capital Management first reported a position in SCZ in Q4 2025 and has held it in 3 quarters since. 470 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Dorato Capital Management held 120 shares of iShares MSCI EAFE Small-Cap ETF worth $10K as of Q2 2026.
  • Dorato Capital Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Dorato Capital Management's portfolio in Q2 2026, its #228 holding.
  • Dorato Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 470 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.