Latigo Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Latigo Investments’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 Q2	–	Sell	-74,019	Closed	-$4.7M	–	17
2025 Q1	$4.7M	Hold	74,019	–	–	2.51%	17
2024 Q4	$4.5M	Hold	74,019	–	–	2.29%	16
2024 Q3	$5.01M	Hold	74,019	–	–	2.45%	16
2024 Q2	$4.56M	Hold	74,019	–	–	2.34%	16
2024 Q1	$4.69M	Hold	74,019	–	–	2.4%	16
2023 Q4	$4.58M	Hold	74,019	–	–	2.53%	16
2023 Q3	$4.18M	Hold	74,019	–	–	2.54%	16
2023 Q2	$4.37M	Hold	74,019	–	–	2.68%	15
2023 Q1	$4.4M	Hold	74,019	–	–	3.17%	13
2022 Q4	$4.18M	Hold	74,019	–	–	3.19%	12
2022 Q3	$3.61M	Buy	74,019 +12,042	+19%	+$660K	3.04%	13
2022 Q2	$3.38M	Sell	61,977 -46,667	-43%	-$2.82M	2.81%	13
2022 Q1	$7.21M	Hold	108,644	–	–	5.01%	9
2021 Q4	$7.94M	Buy	+108,644	New	+$8.07M	5.3%	8

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Latigo Investments's SCZ Position: Q2 2025 in Review

Latigo Investments sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 74,019 shares — an estimated $4.7M sold.

Latigo Investments first reported a position in SCZ in Q4 2021 and held it in 14 quarters. The position peaked at $7.94M in Q4 2021. 718 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

Latigo Investments reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Latigo Investments sold 74,019 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $4.7M.
Latigo Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 14 quarters.
Latigo Investments's iShares MSCI EAFE Small-Cap ETF position peaked at $7.94M in Q4 2021.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Latigo Investments's 13F filing for Q2 2025, filed 12 Aug 2025.