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

Lindbrook Capital’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 		$4.32K Buy
+68
New +$4.29K ﹤0.01% 2013
2022
Q4 		– Sell
-57
Closed -$3K – 2989
2022
Q3 		$3K Hold
57
– – ﹤0.01% 1923
2022
Q2 		$3K Hold
57
– – ﹤0.01% 1834
2022
Q1 		$4K Sell
57
-94
-62% -$6.38K ﹤0.01% 1737
2021
Q4 		$11K Buy
+151
New +$11.2K ﹤0.01% 1241

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lindbrook Capital's SCZ Position: Q1 2025 in Review

Lindbrook Capital opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025: 68 shares worth $4.32K. The stake represents ﹤0.01% of the portfolio and ranks #2013 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in SCZ as recently as Q3 2022.

Lindbrook Capital first reported a position in SCZ in Q4 2021 and has held it in 5 quarters since. The position peaked at $11K in Q4 2021. 688 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Lindbrook Capital held 68 shares of iShares MSCI EAFE Small-Cap ETF worth $4.32K as of Q1 2025.
  • iShares MSCI EAFE Small-Cap ETF was a new Lindbrook Capital position in Q1 2025.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2013 holding.
  • Lindbrook Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 5 quarters since.
  • Lindbrook Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $11K in Q4 2021.
  • 688 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.