McElhenny Sheffield Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

McElhenny Sheffield Capital Management’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	–	Sell	-2,955	Closed	-$229K	–	109
2025 Q4	$229K	Buy	+2,955	New	+$227K	0.06%	91
2023 Q1	–	Sell	-1,839	Closed	-$104K	–	519
2022 Q4	$104K	Buy	+1,839	New	+$98.7K	0.05%	125
2022 Q1	–	Sell	-8,149	Closed	-$596K	–	127
2021 Q4	$596K	Buy	8,149 +3,851	+90%	+$286K	0.22%	63
2021 Q3	$320K	Buy	+4,298	New	+$327K	0.14%	96

Other funds holding SCZ

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

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

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

McElhenny Sheffield Capital Management's SCZ Position: Q1 2026 in Review

McElhenny Sheffield Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2026, closing a stake of 2,955 shares — an estimated $229K sold.

McElhenny Sheffield Capital Management first reported a position in SCZ in Q3 2021 and held it in 4 quarters. The position peaked at $596K in Q4 2021. 764 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

McElhenny Sheffield Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 2,955 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $229K.
McElhenny Sheffield Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and held it in 4 quarters.
McElhenny Sheffield Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $596K in Q4 2021.
764 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.