GW&K Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

GW&K Investment 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	$444K	Hold	5,402	–	–	﹤0.01%	366
2026 Q1	$424K	Hold	5,402	–	–	﹤0.01%	359
2025 Q4	$419K	Hold	5,402	–	–	﹤0.01%	351
2025 Q3	$414K	Hold	5,402	–	–	﹤0.01%	353
2025 Q2	$393K	Hold	5,402	–	–	﹤0.01%	348
2025 Q1	$343K	Buy	5,402 +422	+8%	+$26.7K	﹤0.01%	355
2024 Q4	$303K	Hold	4,980	–	–	﹤0.01%	353
2024 Q3	$337K	Hold	4,980	–	–	﹤0.01%	342
2024 Q2	$307K	Hold	4,980	–	–	﹤0.01%	341
2024 Q1	$315K	Buy	4,980 +4,000	+408%	+$245K	﹤0.01%	335
2023 Q4	$61K	Hold	980	–	–	﹤0.01%	392
2023 Q3	$55K	Buy	980 +180	+23%	+$10.6K	﹤0.01%	386
2023 Q2	$47K	Sell	800 -772	-49%	-$46.2K	﹤0.01%	385
2023 Q1	$94K	Buy	1,572 +930	+145%	+$55.2K	﹤0.01%	340
2022 Q4	$36K	Buy	+642	New	+$34.5K	﹤0.01%	343
2022 Q1	–	Sell	-330,398	Closed	-$24.1M	–	840
2021 Q4	$24.1M	Buy	+330,398	New	+$24.5M	0.2%	178

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

GW&K Investment Management's SCZ Position: Q2 2026 in Review

GW&K Investment Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 5,402 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

GW&K Investment Management first reported a position in SCZ in Q4 2021 and has held it in 16 quarters since. The position peaked at $24.1M in Q4 2021. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

GW&K Investment Management held 5,402 shares of iShares MSCI EAFE Small-Cap ETF worth $444K as of Q2 2026.
GW&K Investment Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #366 holding.
GW&K Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
GW&K Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $24.1M in Q4 2021.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.