F.L. Putnam Investment Management’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
Q2 | $1.03M | Sell |
12,495
-648
| -5% | -$54.3K | 0.01% | 366 |
|
|
2026
Q1 | $1.03M | Sell |
13,143
-806
| -6% | -$65.5K | 0.02% | 318 |
|
|
2025
Q4 | $1.08M | Hold |
13,949
| – | – | 0.02% | 319 |
|
|
2025
Q3 | $1.07M | Hold |
13,949
| – | – | 0.02% | 325 |
|
|
2025
Q2 | $1.01M | Sell |
13,949
-135
| -1% | -$9.14K | 0.02% | 319 |
|
|
2025
Q1 | $895K | Sell |
14,084
-108
| -0.8% | -$6.82K | 0.02% | 328 |
|
|
2024
Q4 | $862K | Sell |
14,192
-666
| -4% | -$42.4K | 0.02% | 330 |
|
|
2024
Q3 | $1.01M | Sell |
14,858
-1,100
| -7% | -$70.8K | 0.02% | 328 |
|
|
2024
Q2 | $984K | Buy |
15,958
+1,491
| +10% | +$93.5K | 0.02% | 327 |
|
|
2024
Q1 | $916K | Sell |
14,467
-243
| -2% | -$14.9K | 0.02% | 266 |
|
|
2023
Q4 | $911K | Sell |
14,710
-12,939
| -47% | -$739K | 0.02% | 265 |
|
|
2023
Q3 | $1.56M | Buy |
27,649
+7,472
| +37% | +$441K | 0.04% | 230 |
|
|
2023
Q2 | $1.19M | Sell |
20,177
-17,540
| -47% | -$1.05M | 0.03% | 259 |
|
|
2023
Q1 | $2.24M | Buy |
37,717
+852
| +2% | +$50.6K | 0.07% | 182 |
|
|
2022
Q4 | $2.08M | Sell |
36,865
-774
| -2% | -$41.5K | 0.08% | 167 |
|
|
2022
Q3 | $1.84M | Sell |
37,639
-53,865
| -59% | -$2.95M | 0.07% | 175 |
|
|
2022
Q2 | $5M | Buy |
91,504
+45,380
| +98% | +$2.75M | 0.18% | 117 |
|
|
2022
Q1 | $3.06M | Buy |
46,124
+20
| +0% | +$1.36K | 0.1% | 154 |
|
|
2021
Q4 | $3.37M | Buy |
46,104
+133
| +0.3% | +$9.88K | 0.1% | 142 |
|
|
2021
Q3 | $3.42M | Buy |
45,971
+5,021
| +12% | +$382K | 0.12% | 133 |
|
|
2021
Q2 | $3.04M | Buy |
40,950
+9,831
| +32% | +$738K | 0.1% | 140 |
|
|
2021
Q1 | $2.24M | Buy |
31,119
+553
| +2% | +$39.3K | 0.1% | 139 |
|
|
2020
Q4 | $2.09M | Buy |
+30,566
| New | +$1.93M | 0.1% | 129 |
|
|
2020
Q2 | – | Sell |
-6,651
| Closed | -$298K | – | 305 |
|
|
2020
Q1 | $298K | Sell |
6,651
-19,407
| -74% | -$1.08M | 0.02% | 236 |
|
|
2019
Q4 | $1.62M | Buy |
26,058
+20,003
| +330% | +$1.2M | 0.1% | 134 |
|
|
2019
Q3 | $347K | Sell |
6,055
-2,643
| -30% | -$149K | 0.02% | 231 |
|
|
2019
Q2 | $499K | Sell |
8,698
-810
| -9% | -$46.8K | 0.04% | 159 |
|
|
2019
Q1 | $546K | Hold |
9,508
| – | – | 0.05% | 157 |
|
|
2018
Q4 | $493K | Sell |
9,508
-338
| -3% | -$18.9K | 0.05% | 153 |
|
|
2018
Q3 | $613K | Sell |
9,846
-2,340
| -19% | -$146K | 0.06% | 148 |
|
|
2018
Q2 | $765K | Sell |
12,186
-4,381
| -26% | -$287K | 0.07% | 144 |
|
|
2018
Q1 | $1.08M | Buy |
16,567
+6,436
| +64% | +$425K | 0.1% | 136 |
|
|
2017
Q4 | $653K | Buy |
10,131
+673
| +7% | +$42.4K | 0.06% | 160 |
|
|
2017
Q3 | $586K | Buy |
+9,458
| New | +$566K | 0.06% | 166 |
|
Other funds holding SCZ
TWIM
TCIIS
CCWM
WSFS
MWM
F.L. Putnam Investment Management's SCZ Position: Q2 2026 in Review
F.L. Putnam Investment Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.9% in Q2 2026, selling an estimated $54.3K and leaving 12,495 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #366.
F.L. Putnam Investment Management first reported a position in SCZ in Q3 2017 and has held it in 34 quarters since. The position peaked at $5M in Q2 2022. 576 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.
- F.L. Putnam Investment Management held 12,495 shares of iShares MSCI EAFE Small-Cap ETF worth $1.03M as of Q2 2026.
- F.L. Putnam Investment Management sold 648 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $54.3K.
- iShares MSCI EAFE Small-Cap ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #366 holding.
- F.L. Putnam Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and has held it in 34 quarters since.
- F.L. Putnam Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $5M in Q2 2022.
- 576 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.
Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.