Ground Swell Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ground Swell Capital’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	$223K	Buy	+2,715	New	+$227K	0.24%	60

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

Ground Swell Capital's SCZ Position: Q2 2026 in Review

Ground Swell Capital opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 2,715 shares worth $223K. The stake represents 0.24% of the portfolio and ranks #60 among its holdings.

765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Ground Swell Capital held 2,715 shares of iShares MSCI EAFE Small-Cap ETF worth $223K as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new Ground Swell Capital position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.24% of Ground Swell Capital's portfolio in Q2 2026, its #60 holding.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.