Douglass Winthrop Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Douglass Winthrop Advisors’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 Q2	–	Sell	-7,950	Closed	-$505K	–	290
2025 Q1	$505K	Sell	7,950 -730	-8%	-$46.1K	0.01%	195
2024 Q4	$527K	Hold	8,680	–	–	0.01%	204
2024 Q3	$588K	Hold	8,680	–	–	0.01%	189
2024 Q2	$535K	Hold	8,680	–	–	0.01%	187
2024 Q1	$550K	Buy	+8,680	New	+$531K	0.01%	186
2016 Q2	–	Sell	-5,000	Closed	-$249K	–	245
2016 Q1	$249K	Hold	5,000	–	–	0.02%	203
2015 Q4	$250K	Hold	5,000	–	–	0.02%	203
2015 Q3	$239K	Hold	5,000	–	–	0.02%	214
2015 Q2	$247K	Hold	5,000	–	–	0.02%	228
2015 Q1	$247K	Buy	+5,000	New	+$242K	0.02%	228

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Douglass Winthrop Advisors's SCZ Position: Q2 2025 in Review

Douglass Winthrop Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 7,950 shares — an estimated $505K sold.

Douglass Winthrop Advisors first reported a position in SCZ in Q1 2015 and held it in 10 quarters. The position peaked at $588K in Q3 2024. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

Douglass Winthrop Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Douglass Winthrop Advisors sold 7,950 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $505K.
Douglass Winthrop Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2015 and held it in 10 quarters.
Douglass Winthrop Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $588K in Q3 2024.
714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.