EBA
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Eagle Bay Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Eagle Bay 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
Q1 		– Sell
-1,429
Closed -$86.8K – 800
2024
Q4 		$86.8K Buy
1,429
+2
+0.1% +$127 0.05% 234
2024
Q3 		$96.6K Hold
1,427
– – 0.04% 306
2024
Q2 		$88K Buy
1,427
+1
+0.1% +$63 0.05% 250
2024
Q1 		$90.3K Sell
1,426
-509
-26% -$31.1K 0.06% 230
2023
Q4 		$120K Sell
1,935
-16,389
-89% -$936K 0.08% 181
2023
Q3 		$1.03M Buy
18,324
+187
+1% +$11K 0.48% 40
2023
Q2 		$1.07M Sell
18,137
-13,162
-42% -$787K 0.61% 34
2023
Q1 		$1.86M Sell
31,299
-3,296
-10% -$196K 1.02% 23
2022
Q4 		$1.95M Sell
34,595
-54,858
-61% -$2.94M 1.1% 19
2022
Q3 		$4.38M Buy
89,453
+81,983
+1,097% +$4.5M 2.7% 5
2022
Q2 		$408K Buy
7,470
+229
+3% +$13.9K 0.25% 66
2022
Q1 		$481K Sell
7,241
-2,657
-27% -$180K 0.39% 43
2021
Q4 		$724K Sell
9,898
-10,260
-51% -$762K 0.46% 34
2021
Q3 		$1.5M Buy
20,158
+3,992
+25% +$304K 0.84% 19
2021
Q2 		$1.2M Buy
+16,166
New +$1.21M 0.97% 18

Other funds holding SCZ

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Eagle Bay Advisors's SCZ Position: Q1 2025 in Review

Eagle Bay Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 1,429 shares — an estimated $86.8K sold.

Eagle Bay Advisors first reported a position in SCZ in Q2 2021 and held it in 15 quarters. The position peaked at $4.38M in Q3 2022. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Eagle Bay Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 1,429 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $86.8K.
  • Eagle Bay Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $4.38M in Q3 2022.
  • 687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.