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HM Payson & Co’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-5
Closed -$384 – 1194
2025
Q3 		$384 Buy
+5
New +$374 ﹤0.01% 1068
2025
Q1 		– Sell
-562
Closed -$34.1K – 1072
2024
Q4 		$34.1K Buy
562
+440
+361% +$28K ﹤0.01% 699
2024
Q3 		$8.26K Buy
+122
New +$7.85K ﹤0.01% 856
2022
Q3 		– Sell
-18
Closed -$1K – 1069
2022
Q2 		$1K Buy
+18
New +$1.09K ﹤0.01% 1015
2021
Q4 		– Sell
-556
Closed -$41K – 1154
2021
Q3 		$41K Buy
+556
New +$42.3K ﹤0.01% 626

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HM Payson & Co's SCZ Position: Q4 2025 in Review

HM Payson & Co sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 5 shares — an estimated $384 sold.

HM Payson & Co first reported a position in SCZ in Q3 2021 and held it in 5 quarters. The position peaked at $41K in Q3 2021. 755 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • HM Payson & Co reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • HM Payson & Co sold 5 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $384.
  • HM Payson & Co first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and held it in 5 quarters.
  • HM Payson & Co's iShares MSCI EAFE Small-Cap ETF position peaked at $41K in Q3 2021.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.