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
Q2 		$864K Sell
10,496
-87,829
-89% -$7.36M 0.01% 1066
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 $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
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

Equitable Holdings's SCZ Position: Q2 2026 in Review

Equitable Holdings reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 89% in Q2 2026, selling an estimated $7.36M and leaving 10,496 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #1066.

Equitable Holdings first reported a position in SCZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.5M in Q4 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Equitable Holdings held 10,496 shares of iShares MSCI EAFE Small-Cap ETF worth $864K as of Q2 2026.
  • Equitable Holdings sold 87,829 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $7.36M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1066 holding.
  • Equitable Holdings first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares MSCI EAFE Small-Cap ETF position peaked at $32.5M in Q4 2021.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.