Lido Advisors
SCZ icon

Lido Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Lido Advisors’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 		$11.9M Buy
152,294
+119,774
+368% +$9.74M 0.04% 292
2025
Q4 		$2.51M Sell
32,520
-123,322
-79% -$9.45M 0.01% 649
2025
Q3 		$12M Buy
155,842
+5,615
+4% +$420K 0.04% 282
2025
Q2 		$10.9M Buy
150,227
+137,781
+1,107% +$9.32M 0.04% 246
2025
Q1 		$791K Buy
12,446
+1,962
+19% +$124K ﹤0.01% 870
2024
Q4 		$637K Buy
10,484
+1,654
+19% +$105K ﹤0.01% 929
2024
Q3 		$598K Buy
8,830
+327
+4% +$21K ﹤0.01% 894
2024
Q2 		$524K Sell
8,503
-942
-10% -$59.1K ﹤0.01% 911
2024
Q1 		$598K Buy
9,445
+337
+4% +$20.6K ﹤0.01% 849
2023
Q4 		$564K Sell
9,108
-425
-4% -$24.3K ﹤0.01% 817
2023
Q3 		$538K Buy
9,533
+161
+2% +$9.5K ﹤0.01% 726
2023
Q2 		$553K Buy
9,372
+1,177
+14% +$70.4K ﹤0.01% 699
2023
Q1 		$488K Buy
8,195
+2,705
+49% +$161K ﹤0.01% 671
2022
Q4 		$310K Buy
5,490
+633
+13% +$34K ﹤0.01% 781
2022
Q3 		$236K Buy
+4,857
New +$266K ﹤0.01% 838
2022
Q1 		– Sell
-3,978
Closed -$290K – 1084
2021
Q4 		$290K Buy
+3,978
New +$295K ﹤0.01% 819
2021
Q3 		– Sell
-2,749
Closed -$204K – 1012
2021
Q2 		$204K Buy
+2,749
New +$206K ﹤0.01% 868
2018
Q2 		– Sell
-3,126
Closed -$203K – 443
2018
Q1 		$203K Buy
+3,126
New +$206K 0.03% 364

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Lido Advisors's SCZ Position: Q1 2026 in Review

Lido Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 368% in Q1 2026, buying an estimated $9.74M and bringing the position to 152,294 shares worth $11.9M. The position accounts for 0.04% of the portfolio, ranked #292.

Lido Advisors first reported a position in SCZ in Q1 2018 and has held it in 18 quarters since. The position peaked at $12M in Q3 2025. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Lido Advisors held 152,294 shares of iShares MSCI EAFE Small-Cap ETF worth $11.9M as of Q1 2026.
  • Lido Advisors bought 119,774 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $9.74M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #292 holding.
  • Lido Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and has held it in 18 quarters since.
  • Lido Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $12M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.