DAS
SCZ icon

Dynamic Advisor Solutions’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-2,841
Closed -$218K – 991
2025
Q3 		$218K Sell
2,841
-261
-8% -$19.5K 0.01% 875
2025
Q2 		$225K Buy
+3,102
New +$210K 0.01% 825
2024
Q4 		– Sell
-28,743
Closed -$1.95M – 801
2024
Q3 		$1.95M Sell
28,743
-9,485
-25% -$610K 0.06% 302
2024
Q2 		$2.36M Buy
38,228
+3,703
+11% +$232K 0.07% 274
2024
Q1 		$2.19M Buy
34,525
+454
+1% +$27.8K 0.07% 285
2023
Q4 		$2.06M Buy
34,071
+889
+3% +$50.8K 0.08% 281
2023
Q3 		$1.87M Buy
33,182
+8,165
+33% +$482K 0.09% 244
2023
Q2 		$1.48M Buy
+25,017
New +$1.5M 0.08% 267
2022
Q2 		– Sell
-3,634
Closed -$241K – 769
2022
Q1 		$241K Buy
3,634
+170
+5% +$11.5K 0.02% 622
2021
Q4 		$253K Sell
3,464
-59
-2% -$4.38K 0.02% 615
2021
Q3 		$262K Sell
3,523
-57
-2% -$4.34K 0.02% 610
2021
Q2 		$266K Buy
3,580
+176
+5% +$13.2K 0.02% 584
2021
Q1 		$245K Buy
+3,404
New +$242K 0.02% 559
2020
Q1 		– Sell
-4,807
Closed -$299K – 579
2019
Q4 		$299K Buy
4,807
+582
+14% +$35K 0.04% 413
2019
Q3 		$242K Sell
4,225
-168
-4% -$9.49K 0.04% 418
2019
Q2 		$252K Sell
4,393
-489
-10% -$28.2K 0.04% 405
2019
Q1 		$280K Sell
4,882
-542
-10% -$30.4K 0.05% 316
2018
Q4 		$302K Sell
5,424
-3,023
-36% -$169K 0.06% 284
2018
Q3 		$526K Sell
8,447
-1,043
-11% -$65.1K 0.11% 214
2018
Q2 		$596K Buy
9,490
+3,416
+56% +$224K 0.14% 186
2018
Q1 		$396K Buy
6,074
+2,924
+93% +$193K 0.1% 214
2017
Q4 		$203K Buy
+3,150
New +$198K 0.07% 237

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynamic Advisor Solutions's SCZ Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 2,841 shares — an estimated $218K sold.

Dynamic Advisor Solutions first reported a position in SCZ in Q4 2017 and held it in 22 quarters. The position peaked at $2.36M in Q2 2024. 752 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,841 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $218K.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 22 quarters.
  • Dynamic Advisor Solutions's iShares MSCI EAFE Small-Cap ETF position peaked at $2.36M in Q2 2024.
  • 752 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.