Frank Rimerman Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Frank Rimerman Advisors’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	-4,184	Closed	-$254K	–	549
2024 Q4	$254K	Hold	4,184	–	–	0.02%	454
2024 Q3	$283K	Hold	4,184	–	–	0.02%	433
2024 Q2	$258K	Hold	4,184	–	–	0.02%	475
2024 Q1	$265K	Hold	4,184	–	–	0.05%	93
2023 Q4	$259K	Hold	4,184	–	–	0.05%	92
2023 Q3	$236K	Hold	4,184	–	–	0.06%	90
2023 Q2	$247K	Buy	+4,184	New	+$250K	0.06%	95

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Frank Rimerman Advisors's SCZ Position: Q1 2025 in Review

Frank Rimerman Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 4,184 shares — an estimated $254K sold.

Frank Rimerman Advisors first reported a position in SCZ in Q2 2023 and held it in 7 quarters. The position peaked at $283K in Q3 2024. 688 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

Frank Rimerman Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Frank Rimerman Advisors sold 4,184 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $254K.
Frank Rimerman Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and held it in 7 quarters.
Frank Rimerman Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $283K in Q3 2024.
688 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Frank Rimerman Advisors's 13F filing for Q1 2025, filed 12 May 2025.