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Hudson Portfolio Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Hudson Portfolio 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 		$1.55M Sell
18,870
-195
-1% -$16.3K 1.17% 24
2026
Q1 		$1.49M Hold
19,065
– – 1.26% 24
2025
Q4 		$1.48M Hold
19,065
– – 1.27% 23
2025
Q3 		$1.46M Sell
19,065
-255
-1% -$19.1K 1.3% 26
2025
Q2 		$1.4M Sell
19,320
-700
-3% -$47.4K 1.31% 28
2025
Q1 		$1.27M Sell
20,020
-375
-2% -$23.7K 1.22% 30
2024
Q4 		$1.24M Sell
20,395
-250
-1% -$15.9K 1.21% 30
2024
Q3 		$1.4M Buy
+20,645
New +$1.33M 1.37% 26
2023
Q4 		$1.41M Sell
22,834
-3,668
-14% -$210K 1.53% 23
2023
Q3 		$1.5M Sell
26,502
-1,030
-4% -$60.8K 1.7% 20
2023
Q2 		$1.62M Sell
27,532
-4,675
-15% -$280K 1.76% 19
2023
Q1 		$1.92M Sell
32,207
-350
-1% -$20.8K 2.15% 12
2022
Q4 		$1.84M Sell
32,557
-3,889
-11% -$209K 2.03% 13
2022
Q3 		$1.78M Sell
36,446
-4,101
-10% -$225K 2.1% 13
2022
Q2 		$2.21M Sell
40,547
-437
-1% -$26.4K 2.29% 11
2022
Q1 		$2.72M Buy
40,984
+80
+0.2% +$5.43K 2.4% 8
2021
Q4 		$2.99M Sell
40,904
-365
-0.9% -$27.1K 2.64% 6
2021
Q3 		$3.07M Buy
41,269
+1,935
+5% +$147K 2.83% 5
2021
Q2 		$2.92M Sell
39,334
-275
-0.7% -$20.6K 2.68% 6
2021
Q1 		$2.85M Buy
+39,609
New +$2.81M 2.74% 7

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hudson Portfolio Management's SCZ Position: Q2 2026 in Review

Hudson Portfolio Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1% in Q2 2026, selling an estimated $16.3K and leaving 18,870 shares worth $1.55M. The position accounts for 1.17% of the portfolio, ranked #24.

Hudson Portfolio Management first reported a position in SCZ in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.07M in Q3 2021. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Hudson Portfolio Management held 18,870 shares of iShares MSCI EAFE Small-Cap ETF worth $1.55M as of Q2 2026.
  • Hudson Portfolio Management sold 195 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $16.3K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.17% of Hudson Portfolio Management's portfolio in Q2 2026, its #24 holding.
  • Hudson Portfolio Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Hudson Portfolio Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3.07M in Q3 2021.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.