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Interchange Capital Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Interchange Capital Partners’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 		$1.02M Sell
12,388
-3,216
-21% -$269K 0.19% 117
2026
Q1 		$991K Buy
15,604
+1,694
+12% +$138K 0.31% 77
2025
Q4 		$1.08M Sell
13,910
-327
-2% -$25.1K 0.2% 106
2025
Q3 		$1.09M Buy
14,237
+568
+4% +$42.5K 0.21% 90
2025
Q2 		$993K Sell
13,669
-1,935
-12% -$131K 0.23% 88
2025
Q1 		$991K Buy
15,604
+88
+0.6% +$5.56K 0.28% 76
2024
Q4 		$945K Sell
15,516
-140
-0.9% -$8.9K 0.34% 80
2024
Q3 		$1.06M Sell
15,656
-72
-0.5% -$4.63K 0.37% 73
2024
Q2 		$969K Sell
15,728
-820
-5% -$51.4K 0.35% 74
2024
Q1 		$1.07M Buy
16,548
+1,809
+12% +$111K 0.72% 36
2023
Q4 		$926K Sell
14,739
-134
-0.9% -$7.65K 0.69% 31
2023
Q3 		$840K Buy
14,873
+105
+0.7% +$6.2K 0.67% 36
2023
Q2 		$871K Sell
14,768
-154
-1% -$9.21K 0.66% 33
2023
Q1 		$888K Buy
14,922
+922
+7% +$54.7K 0.48% 56
2022
Q4 		$791K Sell
14,000
-1,885
-12% -$101K 0.81% 33
2022
Q3 		$774K Buy
15,885
+528
+3% +$29K 0.85% 30
2022
Q2 		$838K Buy
15,357
+7,143
+87% +$432K 0.94% 23
2022
Q1 		$544K Sell
8,214
-3,904
-32% -$265K 0.56% 54
2021
Q4 		$885K Buy
12,118
+6,573
+119% +$488K 0.89% 21
2021
Q3 		$412K Buy
5,545
+464
+9% +$35.3K 0.69% 55
2021
Q2 		$376K Sell
5,081
-21,620
-81% -$1.62M 0.58% 64
2021
Q1 		$1.98M Buy
26,701
+16,828
+170% +$1.19M 1.07% 14
2020
Q4 		$674K Buy
+9,873
New +$623K 0.37% 76

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

Interchange Capital Partners's SCZ Position: Q2 2026 in Review

Interchange Capital Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 21% in Q2 2026, selling an estimated $269K and leaving 12,388 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #117.

Interchange Capital Partners first reported a position in SCZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.98M in Q1 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Interchange Capital Partners held 12,388 shares of iShares MSCI EAFE Small-Cap ETF worth $1.02M as of Q2 2026.
  • Interchange Capital Partners sold 3,216 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $269K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.19% of Interchange Capital Partners's portfolio in Q2 2026, its #117 holding.
  • Interchange Capital Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Interchange Capital Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $1.98M in Q1 2021.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.