Jim Simons
SCZ icon

Jim Simons’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Jim Simons’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 		$5.64M Sell
68,600
-5,867
-8% -$491K 0.01% 1394
2026
Q1 		$5.84M Buy
74,467
+22,867
+44% +$1.86M 0.01% 1290
2025
Q4 		$4M Buy
+51,600
New +$3.96M 0.01% 1437
2025
Q3 		– Sell
-60,300
Closed -$4.38M – 3851
2025
Q2 		$4.38M Buy
+60,300
New +$4.08M 0.01% 1603
2024
Q4 		– Sell
-43,275
Closed -$2.93M – 3875
2024
Q3 		$2.93M Buy
+43,275
New +$2.78M ﹤0.01% 1772
2024
Q2 		– Sell
-24,100
Closed -$1.53M – 3906
2024
Q1 		$1.53M Buy
+24,100
New +$1.47M ﹤0.01% 2208
2023
Q3 		– Sell
-43,700
Closed -$2.58M – 4052
2023
Q2 		$2.58M Sell
43,700
-22,300
-34% -$1.33M ﹤0.01% 1836
2023
Q1 		$3.93M Buy
+66,000
New +$3.92M 0.01% 1620
2022
Q3 		– Sell
-13,700
Closed -$748K – 4362
2022
Q2 		$748K Buy
+13,700
New +$829K ﹤0.01% 2901
2022
Q1 		– Sell
-44,900
Closed -$3.28M – 4419
2021
Q4 		$3.28M Buy
44,900
+22,400
+100% +$1.66M ﹤0.01% 1799
2021
Q3 		$1.67M Sell
22,500
-24,300
-52% -$1.85M ﹤0.01% 2225
2021
Q2 		$3.47M Sell
46,800
-72,600
-61% -$5.45M ﹤0.01% 1867
2021
Q1 		$8.58M Buy
+119,400
New +$8.48M 0.01% 1290
2020
Q4 		– Sell
-31,500
Closed -$1.86M – 3681
2020
Q3 		$1.86M Buy
+31,500
New +$1.81M ﹤0.01% 2181
2019
Q3 		– Sell
-4,300
Closed -$247K – 3666
2019
Q2 		$247K Sell
4,300
-24,300
-85% -$1.4M ﹤0.01% 3245
2019
Q1 		$1.64M Buy
+28,600
New +$1.6M ﹤0.01% 2417
2018
Q4 		– Sell
-6,700
Closed -$417K – 3586
2018
Q3 		$417K Buy
+6,700
New +$418K ﹤0.01% 2910
2018
Q2 		– Sell
-33,000
Closed -$2.15M – 3494
2018
Q1 		$2.15M Buy
+33,000
New +$2.18M ﹤0.01% 2291

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
TIAA Wealth Investment Management
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
TIAA-CREF Individual & Institutional Services
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

Jim Simons's SCZ Position: Q2 2026 in Review

Jim Simons reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.9% in Q2 2026, selling an estimated $491K and leaving 68,600 shares worth $5.64M. The position accounts for 0.01% of the portfolio, ranked #1394.

Jim Simons first reported a position in SCZ in Q1 2018 and has held it in 18 quarters since. The position peaked at $8.58M in Q1 2021. 773 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Jim Simons held 68,600 shares of iShares MSCI EAFE Small-Cap ETF worth $5.64M as of Q2 2026.
  • Jim Simons sold 5,867 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $491K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1394 holding.
  • Jim Simons first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and has held it in 18 quarters since.
  • Jim Simons's iShares MSCI EAFE Small-Cap ETF position peaked at $8.58M in Q1 2021.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.