EH
SCZ icon

Equitable Holdings’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Equitable Holdings’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
2026
Q1 		$7.62M Sell
98,325
-3,970
-4% -$323K 0.05% 328
2025
Q4 		$7.93M Sell
102,295
-798
-0.8% -$61.2K 0.05% 266
2025
Q3 		$7.91M Sell
103,093
-11,639
-10% -$871K 0.06% 257
2025
Q2 		$8.34M Sell
114,732
-153,254
-57% -$10.4M 0.07% 233
2025
Q1 		$17M Sell
267,986
-2,854
-1% -$180K 0.16% 120
2024
Q4 		$16.5M Buy
270,840
+916
+0.3% +$58.3K 0.16% 114
2024
Q3 		$18.3M Sell
269,924
-47,305
-15% -$3.04M 0.18% 108
2024
Q2 		$19.6M Sell
317,229
-42,069
-12% -$2.64M 0.21% 91
2024
Q1 		$22.8M Sell
359,298
-45,377
-11% -$2.78M 0.26% 79
2023
Q4 		$25M Sell
404,675
-12,486
-3% -$713K 0.31% 72
2023
Q3 		$23.6M Buy
417,161
+794
+0.2% +$46.8K 0.34% 66
2023
Q2 		$24.6M Sell
416,367
-24,739
-6% -$1.48M 0.35% 62
2023
Q1 		$26.3M Sell
441,106
-40,038
-8% -$2.38M 0.42% 56
2022
Q4 		$27.2M Buy
481,144
+18,953
+4% +$1.02M 0.47% 52
2022
Q3 		$22.5M Sell
462,191
-4,148
-0.9% -$227K 0.44% 52
2022
Q2 		$25.5M Buy
466,339
+5,514
+1% +$334K 0.49% 48
2022
Q1 		$30.6M Buy
460,825
+16,770
+4% +$1.14M 0.5% 42
2021
Q4 		$32.5M Buy
444,055
+31,681
+8% +$2.35M 0.51% 37
2021
Q3 		$30.7M Buy
412,374
+39,921
+11% +$3.04M 0.52% 37
2021
Q2 		$27.6M Buy
372,453
+5,878
+2% +$441K 0.48% 41
2021
Q1 		$26.3M Buy
366,575
+30,047
+9% +$2.13M 0.56% 41
2020
Q4 		$23M Sell
336,528
-3,559
-1% -$225K 0.52% 42
2020
Q3 		$20.1M Sell
340,087
-40,789
-11% -$2.34M 0.52% 41
2020
Q2 		$20.4M Buy
380,876
+18,745
+5% +$945K 0.59% 38
2020
Q1 		$16.2M Buy
362,131
+62,577
+21% +$3.48M 0.58% 39
2019
Q4 		$18.7M Buy
+299,554
New +$18M 0.55% 39

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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Equitable Holdings's SCZ Position: Q1 2026 in Review

Equitable Holdings reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.9% in Q1 2026, selling an estimated $323K and leaving 98,325 shares worth $7.62M. The position accounts for 0.05% of the portfolio, ranked #328.

Equitable Holdings first reported a position in SCZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $32.5M in Q4 2021. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Equitable Holdings held 98,325 shares of iShares MSCI EAFE Small-Cap ETF worth $7.62M as of Q1 2026.
  • Equitable Holdings sold 3,970 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $323K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.05% of Equitable Holdings's portfolio in Q1 2026, its #328 holding.
  • Equitable Holdings first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's iShares MSCI EAFE Small-Cap ETF position peaked at $32.5M in Q4 2021.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.