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Evergreen Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Evergreen Capital 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
-4,122
Closed -$250K – 1167
2024
Q4 		$250K Buy
4,122
+5
+0.1% +$318 0.01% 838
2024
Q3 		$279K Hold
4,117
– – 0.01% 745
2024
Q2 		$254K Buy
4,117
+5
+0.1% +$313 0.01% 728
2024
Q1 		$260K Sell
4,112
-365
-8% -$22.3K 0.01% 691
2023
Q4 		$277K Buy
4,477
+5
+0.1% +$286 0.01% 627
2023
Q3 		$253K Sell
4,472
-225
-5% -$13.3K 0.01% 622
2023
Q2 		$277K Buy
4,697
+232
+5% +$13.9K 0.01% 596
2023
Q1 		$266K Buy
+4,465
New +$265K 0.01% 547
2020
Q1 		– Sell
-5,964
Closed -$371K – 480
2019
Q4 		$371K Buy
5,964
+2,016
+51% +$121K 0.03% 306
2019
Q3 		$226K Sell
3,948
-3,417
-46% -$193K 0.02% 366
2019
Q2 		$423K Sell
7,365
-39,752
-84% -$2.29M 0.04% 246
2019
Q1 		$2.71M Buy
47,117
+5
+0% +$280 0.27% 90
2018
Q4 		$2.44M Sell
47,112
-23,694
-33% -$1.33M 0.26% 95
2018
Q3 		$4.41M Buy
70,806
+384
+0.5% +$24K 0.39% 63
2018
Q2 		$4.42M Buy
70,422
+310
+0.4% +$20.3K 0.41% 58
2018
Q1 		$4.57M Buy
70,112
+888
+1% +$58.6K 0.44% 59
2017
Q4 		$4.46M Buy
69,224
+55,377
+400% +$3.48M 0.45% 59
2017
Q3 		$859K Buy
+13,847
New +$828K 0.1% 126

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

Evergreen Capital Management's SCZ Position: Q1 2025 in Review

Evergreen Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 4,122 shares — an estimated $250K sold.

Evergreen Capital Management first reported a position in SCZ in Q3 2017 and held it in 18 quarters. The position peaked at $4.57M in Q1 2018. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Evergreen Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 4,122 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $250K.
  • Evergreen Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and held it in 18 quarters.
  • Evergreen Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $4.57M in Q1 2018.
  • 687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.