First Citizens Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

First Citizens Asset 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
2026 Q2	$2.54M	Sell	30,874 -129	-0.4%	-$10.8K	0.81%	12
2026 Q1	$2.43M	Buy	31,003 +540	+2%	+$43.9K	0.86%	12
2025 Q4	$2.36M	Buy	30,463 +4	+0%	+$307	0.83%	12
2025 Q3	$2.34M	Buy	30,459 +5,939	+24%	+$444K	0.83%	12
2025 Q2	$1.78M	Sell	24,520 -7,191	-23%	-$487K	0.63%	12
2025 Q1	$2.01M	Sell	31,711 -350	-1%	-$22.1K	0.78%	12
2024 Q4	$1.95M	Sell	32,061 -6,486	-17%	-$413K	0.71%	11
2024 Q3	$2.61M	Sell	38,547 -1,229	-3%	-$79.1K	0.93%	12
2024 Q2	$2.45M	Buy	39,776 +18	+0%	+$1.13K	0.91%	12
2024 Q1	$2.52M	Buy	39,758 +14,132	+55%	+$864K	0.95%	12
2023 Q4	$1.59M	Buy	25,626 +2,696	+12%	+$154K	0.64%	17
2023 Q3	$1.29M	Buy	22,930 +479	+2%	+$28.3K	0.55%	16
2023 Q2	$1.32M	Sell	22,451 -9,834	-30%	-$588K	0.54%	17
2023 Q1	$1.92M	Buy	32,285 +1,563	+5%	+$92.8K	0.8%	15
2022 Q4	$1.74M	Buy	30,722 +565	+2%	+$30.3K	0.97%	12
2022 Q3	$1.47M	Buy	+30,157	New	+$1.65M	0.93%	13

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

First Citizens Asset Management's SCZ Position: Q2 2026 in Review

First Citizens Asset Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.42% in Q2 2026, selling an estimated $10.8K and leaving 30,874 shares worth $2.54M. The position accounts for 0.81% of the portfolio, ranked #12.

First Citizens Asset Management first reported a position in SCZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.61M in Q3 2024. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

First Citizens Asset Management held 30,874 shares of iShares MSCI EAFE Small-Cap ETF worth $2.54M as of Q2 2026.
First Citizens Asset Management sold 129 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $10.8K.
iShares MSCI EAFE Small-Cap ETF made up 0.81% of First Citizens Asset Management's portfolio in Q2 2026, its #12 holding.
First Citizens Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
First Citizens Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $2.61M in Q3 2024.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on First Citizens Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.