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Elm Partners Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Elm Partners 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
2025
Q1 		– Sell
-38,789
Closed -$2.36M – 71
2024
Q4 		$2.36M Sell
38,789
-889
-2% -$56.5K 0.16% 33
2024
Q3 		$2.69M Hold
39,678
– – 0.19% 29
2024
Q2 		$2.45M Hold
39,678
– – 0.19% 34
2024
Q1 		$2.51M Hold
39,678
– – 0.2% 33
2023
Q4 		$2.46M Sell
39,678
-21,762
-35% -$1.24M 0.22% 31
2023
Q3 		$3.47M Sell
61,440
-146
-0.2% -$8.61K 0.36% 27
2023
Q2 		$3.63M Sell
61,586
-567
-0.9% -$33.9K 0.37% 26
2023
Q1 		$3.7M Sell
62,153
-3,344
-5% -$199K 0.39% 26
2022
Q4 		$3.7M Sell
65,497
-3,776
-5% -$203K 0.43% 23
2022
Q3 		$3.38M Hold
69,273
– – 0.46% 24
2022
Q2 		$3.78M Hold
69,273
– – 0.49% 23
2022
Q1 		$4.6M Hold
69,273
– – 0.58% 20
2021
Q4 		$5.06M Sell
69,273
-338
-0.5% -$25.1K 0.62% 19
2021
Q3 		$5.18M Sell
69,611
-724
-1% -$55.1K 0.69% 20
2021
Q2 		$5.22M Hold
70,335
– – 0.69% 20
2021
Q1 		$5.05M Sell
70,335
-949
-1% -$67.4K 0.72% 21
2020
Q4 		$4.87M Sell
71,284
-3,367
-5% -$212K 0.73% 25
2020
Q3 		$4.4M Sell
74,651
-1,519
-2% -$87.1K 0.74% 26
2020
Q2 		$4.08M Sell
76,170
-7,237
-9% -$365K 0.73% 27
2020
Q1 		$3.74M Sell
83,407
-5,228
-6% -$291K 0.82% 25
2019
Q4 		$5.07M Sell
88,635
-719
-0.8% -$43.2K 1.11% 22
2019
Q3 		$5.11M Sell
89,354
-15,521
-15% -$877K 1.16% 23
2019
Q2 		$6.02M Buy
104,875
+2,276
+2% +$131K 1.35% 23
2019
Q1 		$5.89M Buy
102,599
+331
+0.3% +$18.5K 1.58% 19
2018
Q4 		$5.27M Buy
+102,268
New +$5.73M 1.82% 12

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Elm Partners Management's SCZ Position: Q1 2025 in Review

Elm Partners Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 38,789 shares — an estimated $2.36M sold.

Elm Partners Management first reported a position in SCZ in Q4 2018 and held it in 25 quarters. The position peaked at $6.02M in Q2 2019. 688 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Elm Partners Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Elm Partners Management sold 38,789 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $2.36M.
  • Elm Partners Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 25 quarters.
  • Elm Partners Management's iShares MSCI EAFE Small-Cap ETF position peaked at $6.02M in Q2 2019.
  • 688 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Elm Partners Management's 13F filing for Q1 2025, filed 13 May 2025.