Efficient Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.46M | Sell |
18,583
-1,773
| -9% | -$144K | 0.1% | 41 |
|
|
2025
Q4 | $1.58M | Sell |
20,356
-696
| -3% | -$53.4K | 0.09% | 42 |
|
|
2025
Q3 | $1.62M | Sell |
21,052
-3,122
| -13% | -$234K | 0.09% | 43 |
|
|
2025
Q2 | $1.76M | Sell |
24,174
-3,964
| -14% | -$268K | 0.1% | 45 |
|
|
2025
Q1 | $1.79M | Sell |
28,138
-8,324
| -23% | -$526K | 0.12% | 44 |
|
|
2024
Q4 | $2.22M | Sell |
36,462
-546
| -1% | -$34.7K | 0.14% | 43 |
|
|
2024
Q3 | $2.51M | Sell |
37,008
-2,653
| -7% | -$171K | 0.16% | 40 |
|
|
2024
Q2 | $2.44M | Sell |
39,661
-7,789
| -16% | -$488K | 0.16% | 44 |
|
|
2024
Q1 | $3.01M | Sell |
47,450
-3,330
| -7% | -$204K | 0.19% | 42 |
|
|
2023
Q4 | $3.14M | Sell |
50,780
-2,311
| -4% | -$132K | 0.21% | 42 |
|
|
2023
Q3 | $3M | Sell |
53,091
-2,033
| -4% | -$120K | 0.2% | 42 |
|
|
2023
Q2 | $3.25M | Sell |
55,124
-5,455
| -9% | -$326K | 0.21% | 41 |
|
|
2023
Q1 | $3.61M | Sell |
60,579
-4,369
| -7% | -$259K | 0.25% | 39 |
|
|
2022
Q4 | $3.67M | Sell |
64,948
-4,468
| -6% | -$240K | 0.37% | 33 |
|
|
2022
Q3 | $3.39M | Sell |
69,416
-977
| -1% | -$53.6K | 0.3% | 32 |
|
|
2022
Q2 | $3.84M | Sell |
70,393
-16,006
| -19% | -$968K | 0.32% | 33 |
|
|
2022
Q1 | $5.73M | Sell |
86,399
-4,401
| -5% | -$299K | 0.44% | 31 |
|
|
2021
Q4 | $6.64M | Buy |
90,800
+622
| +0.7% | +$46.2K | 0.47% | 31 |
|
|
2021
Q3 | $6.71M | Sell |
90,178
-8,213
| -8% | -$625K | 0.64% | 31 |
|
|
2021
Q2 | $7.3M | Sell |
98,391
-2,738
| -3% | -$205K | 0.9% | 30 |
|
|
2021
Q1 | $7.26M | Sell |
101,129
-8,664
| -8% | -$615K | 1% | 29 |
|
|
2020
Q4 | $7.5M | Sell |
109,793
-11,892
| -10% | -$750K | 1.15% | 21 |
|
|
2020
Q3 | $7.18M | Sell |
121,685
-6,059
| -5% | -$347K | 1.32% | 16 |
|
|
2020
Q2 | $6.85M | Sell |
127,744
-8,492
| -6% | -$428K | 1.27% | 16 |
|
|
2020
Q1 | $6.11M | Sell |
136,236
-3,916
| -3% | -$218K | 1.28% | 16 |
|
|
2019
Q4 | $8.73M | Sell |
140,152
-6,489
| -4% | -$390K | 1.52% | 16 |
|
|
2019
Q3 | $8.39M | Sell |
146,641
-16,252
| -10% | -$918K | 1.53% | 16 |
|
|
2019
Q2 | $9.35M | Sell |
162,893
-4,065
| -2% | -$235K | 1.63% | 16 |
|
|
2019
Q1 | $9.59M | Sell |
166,958
-4,905
| -3% | -$275K | 1.68% | 16 |
|
|
2018
Q4 | $8.91M | Sell |
171,863
-2,539
| -1% | -$142K | 1.66% | 16 |
|
|
2018
Q3 | $10.9M | Sell |
174,402
-4,681
| -3% | -$292K | 1.86% | 15 |
|
|
2018
Q2 | $11.2M | Sell |
179,083
-231
| -0.1% | -$15.1K | 1.91% | 15 |
|
|
2018
Q1 | $11.7M | Sell |
179,314
-5,032
| -3% | -$332K | 1.97% | 15 |
|
|
2017
Q4 | $11.9M | Sell |
184,346
-3,757
| -2% | -$236K | 1.98% | 15 |
|
|
2017
Q3 | $11.7M | Sell |
188,103
-7,440
| -4% | -$445K | 2% | 15 |
|
|
2017
Q2 | $11.3M | Sell |
195,543
-5,892
| -3% | -$336K | 1.66% | 15 |
|
|
2017
Q1 | $10.9M | Sell |
201,435
-5,750
| -3% | -$302K | 1.53% | 15 |
|
|
2016
Q4 | $10.3M | Sell |
207,185
-1,023
| -0.5% | -$51.6K | 1.48% | 15 |
|
|
2016
Q3 | $10.9M | Sell |
208,208
-4,110
| -2% | -$208K | 1.6% | 15 |
|
|
2016
Q2 | $10.2M | Buy |
212,318
+143
| +0.1% | +$7.18K | 1.63% | 18 |
|
|
2016
Q1 | $10.6M | Sell |
212,175
-5,633
| -3% | -$265K | 1.9% | 16 |
|
|
2015
Q4 | $10.9M | Sell |
217,808
-2,640
| -1% | -$132K | 2.37% | 13 |
|
|
2015
Q3 | $10.5M | Sell |
220,448
-2,396
| -1% | -$120K | 2.35% | 13 |
|
|
2015
Q2 | $11.4M | Sell |
222,844
-1,449
| -0.6% | -$75.5K | 2.37% | 13 |
|
|
2015
Q1 | $11.1M | Buy |
224,293
+7,105
| +3% | +$343K | 2.36% | 13 |
|
|
2014
Q4 | $10.1M | Buy |
217,188
+7,476
| +4% | +$353K | 2.32% | 13 |
|
|
2014
Q3 | $10.2M | Buy |
209,712
+3,668
| +2% | +$187K | 2.35% | 13 |
|
|
2014
Q2 | $10.9M | Sell |
206,044
-6,673
| -3% | -$349K | 2.49% | 13 |
|
|
2014
Q1 | $11.1M | Buy |
212,717
+3,806
| +2% | +$195K | 2.68% | 12 |
|
|
2013
Q4 | $10.7M | Buy |
208,911
+3,378
| +2% | +$167K | 2.58% | 12 |
|
|
2013
Q3 | $9.97M | Buy |
205,533
+3,779
| +2% | +$174K | 2.56% | 12 |
|
|
2013
Q2 | $8.46M | Buy |
+201,754
| New | +$8.93M | 2.36% | 13 |
|
Other funds holding SCZ
TWIM
TCIIS
Efficient Advisors's SCZ Position: Q1 2026 in Review
Efficient Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 8.7% in Q1 2026, selling an estimated $144K and leaving 18,583 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #41.
Efficient Advisors first reported a position in SCZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.9M in Q4 2017. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.
- Efficient Advisors held 18,583 shares of iShares MSCI EAFE Small-Cap ETF worth $1.46M as of Q1 2026.
- Efficient Advisors sold 1,773 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $144K.
- iShares MSCI EAFE Small-Cap ETF made up 0.1% of Efficient Advisors's portfolio in Q1 2026, its #41 holding.
- Efficient Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Efficient Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $11.9M in Q4 2017.
- 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.
Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.