Key Capital Management
SCZ icon

Key Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Key Capital 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
Q3 		$42.5K Buy
504
+213
+73% +$18.1K 0.02% 251
2026
Q2 		$23.9K Sell
291
-213
-42% -$17.8K 0.01% 235
2026
Q1 		$39.5K Buy
+504
New +$41K 0.03% 174

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Key Capital Management's SCZ Position: Q3 2026 in Review

Key Capital Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 73% in Q3 2026, buying an estimated $18.1K and bringing the position to 504 shares worth $42.5K. The position accounts for 0.02% of the portfolio, ranked #251.

Key Capital Management first reported a position in SCZ in Q1 2026 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Key Capital Management held 504 shares of iShares MSCI EAFE Small-Cap ETF worth $42.5K as of Q3 2026.
  • Key Capital Management bought 213 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $18.1K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Key Capital Management's portfolio in Q3 2026, its #251 holding.
  • Key Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.