Freestone Capital Holdings’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Freestone Capital Holdings’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	$432K	Buy	5,256 +1,881	+56%	+$158K	0.01%	415
2026 Q1	$265K	Sell	3,375 -690	-17%	-$56.1K	0.01%	465
2025 Q4	$315K	Buy	+4,065	New	+$312K	0.01%	413
2021 Q1	–	Sell	-291	Closed	-$19.9K	–	991
2020 Q4	$19.9K	Buy	291 +161	+124%	+$10.2K	﹤0.01%	735
2020 Q3	$7.69K	Buy	+130	New	+$7.45K	﹤0.01%	802
2019 Q4	–	Sell	-4,400	Closed	-$252K	–	399
2019 Q3	$252K	Buy	+4,400	New	+$249K	0.01%	347
2018 Q4	–	Sell	-5,964	Closed	-$371K	–	446
2018 Q3	$371K	Buy	5,964 +1,633	+38%	+$102K	﹤0.01%	302
2018 Q2	$272K	Buy	+4,331	New	+$283K	﹤0.01%	324

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

Freestone Capital Holdings's SCZ Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 56% in Q2 2026, buying an estimated $158K and bringing the position to 5,256 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #415.

Freestone Capital Holdings first reported a position in SCZ in Q2 2018 and has held it in 8 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Freestone Capital Holdings held 5,256 shares of iShares MSCI EAFE Small-Cap ETF worth $432K as of Q2 2026.
Freestone Capital Holdings bought 1,881 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $158K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #415 holding.
Freestone Capital Holdings first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 8 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.