Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Kovitz Investment Group 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
2025
Q1 		– Sell
-9,299
Closed -$565K – 1309
2024
Q4 		$565K Buy
9,299
+1,873
+25% +$119K ﹤0.01% 862
2024
Q3 		$465K Buy
7,426
+941
+15% +$60.6K ﹤0.01% 766
2024
Q2 		$400K Buy
+6,485
New +$407K ﹤0.01% 687

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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kovitz Investment Group Partners's SCZ Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 9,299 shares — an estimated $565K sold.

Kovitz Investment Group Partners first reported a position in SCZ in Q2 2024 and held it in 3 quarters. The position peaked at $565K in Q4 2024. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,299 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $565K.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $565K in Q4 2024.
  • 687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.