Fidelis Capital Partners
SCZ icon

Fidelis Capital Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fidelis Capital Partners’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 		$717K Buy
8,721
+367
+4% +$30.7K 0.04% 282
2026
Q1 		$655K Hold
8,354
– – 0.05% 277
2025
Q4 		$648K Hold
8,354
– – 0.05% 267
2025
Q3 		$641K Sell
8,354
-17
-0.2% -$1.27K 0.05% 261
2025
Q2 		$620K Buy
8,371
+17
+0.2% +$1.15K 0.06% 235
2025
Q1 		$551K Buy
8,354
+595
+8% +$37.6K 0.06% 234
2024
Q4 		$481K Buy
7,759
+4,443
+134% +$283K 0.05% 258
2024
Q3 		$211K Buy
+3,316
New +$213K 0.03% 390

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Goldman Sachs
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Fidelity Investments
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TIAA-CREF Individual & Institutional Services
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Fidelis Capital Partners's SCZ Position: Q2 2026 in Review

Fidelis Capital Partners increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.4% in Q2 2026, buying an estimated $30.7K and bringing the position to 8,721 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #282.

Fidelis Capital Partners first reported a position in SCZ in Q3 2024 and has held it in 8 quarters since. 775 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Fidelis Capital Partners held 8,721 shares of iShares MSCI EAFE Small-Cap ETF worth $717K as of Q2 2026.
  • Fidelis Capital Partners bought 367 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $30.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of Fidelis Capital Partners's portfolio in Q2 2026, its #282 holding.
  • Fidelis Capital Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 775 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.