Ken Fisher’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ken Fisher’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 Q1	$201K	Buy	+2,561	New	+$208K	﹤0.01%	992
2025 Q3	–	Sell	-3,520	Closed	-$256K	–	1074
2025 Q2	$256K	Buy	+3,520	New	+$238K	﹤0.01%	914
2025 Q1	–	Sell	-6,541	Closed	-$397K	–	1059
2024 Q4	$397K	Buy	+6,541	New	+$416K	﹤0.01%	808
2024 Q3	–	Sell	-4,598	Closed	-$283K	–	999
2024 Q2	$283K	Buy	+4,598	New	+$288K	﹤0.01%	891
2023 Q3	–	Sell	-3,614	Closed	-$213K	–	1244
2023 Q2	$213K	Buy	+3,614	New	+$216K	﹤0.01%	1017
2021 Q3	–	Sell	-2,711	Closed	-$201K	–	967
2021 Q2	$201K	Buy	+2,711	New	+$203K	﹤0.01%	881
2019 Q3	–	Sell	-4,440	Closed	-$255K	–	866
2019 Q2	$255K	Buy	+4,440	New	+$256K	﹤0.01%	761
2018 Q3	–	Sell	-3,300	Closed	-$207K	–	842
2018 Q2	$207K	Buy	+3,300	New	+$216K	﹤0.01%	764
2018 Q1	–	Sell	-8,361	Closed	-$539K	–	819
2017 Q4	$539K	Buy	+8,361	New	+$526K	﹤0.01%	644

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ken Fisher's SCZ Position: Q1 2026 in Review

Ken Fisher opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2026: 2,561 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings. This is a return to the name: Ken Fisher previously reported a position in SCZ as recently as Q2 2025.

Ken Fisher first reported a position in SCZ in Q4 2017 and has held it in 9 quarters since. The position peaked at $539K in Q4 2017. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Ken Fisher held 2,561 shares of iShares MSCI EAFE Small-Cap ETF worth $201K as of Q1 2026.
iShares MSCI EAFE Small-Cap ETF was a new Ken Fisher position in Q1 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #992 holding.
Ken Fisher first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 9 quarters since.
Ken Fisher's iShares MSCI EAFE Small-Cap ETF position peaked at $539K in Q4 2017.
759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.