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MB, Levis & Associates’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

MB, Levis & Associates’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
-17
Closed -$1.07K – 278
2025
Q1 		$1.07K Hold
17
– – ﹤0.01% 257
2024
Q4 		$1.02K Buy
17
+1
+6% +$64 ﹤0.01% 264
2024
Q3 		$1.11K Hold
16
– – ﹤0.01% 268
2024
Q2 		$1.01K Hold
16
– – ﹤0.01% 264
2024
Q1 		$1.03K Hold
16
– – ﹤0.01% 259
2023
Q4 		$1K Hold
16
– – ﹤0.01% 256
2023
Q3 		$904 Hold
16
– – ﹤0.01% 257
2023
Q2 		$944 Hold
16
– – ﹤0.01% 261
2023
Q1 		$952 Buy
+16
New +$950 ﹤0.01% 258

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MB, Levis & Associates's SCZ Position: Q2 2025 in Review

MB, Levis & Associates sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 17 shares — an estimated $1.07K sold.

MB, Levis & Associates first reported a position in SCZ in Q1 2023 and held it in 9 quarters. The position peaked at $1.11K in Q3 2024. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • MB, Levis & Associates reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 17 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $1.07K.
  • MB, Levis & Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and held it in 9 quarters.
  • MB, Levis & Associates's iShares MSCI EAFE Small-Cap ETF position peaked at $1.11K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on MB, Levis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.