McLean Asset Management
SCZ icon

McLean Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

McLean Asset 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
Q3 		$429K Sell
5,254
-1,979
-27% -$168K 0.06% 112
2026
Q2 		$607K Sell
7,233
-3,196
-31% -$268K 0.08% 93
2026
Q1 		$818K Sell
10,429
-2,411
-19% -$196K 0.14% 66
2025
Q4 		$1.03M Sell
12,840
-2,590
-17% -$199K 0.18% 53
2025
Q3 		$1.2M Sell
15,430
-4,512
-23% -$338K 0.25% 48
2025
Q2 		$1.45M Buy
19,942
+2,324
+13% +$157K 0.38% 37
2025
Q1 		$1.01M Buy
17,618
+4,244
+32% +$268K 0.34% 41
2024
Q4 		$812K Sell
13,374
-10,676
-44% -$679K 0.24% 55
2024
Q3 		$1.61M Buy
24,050
+2,643
+12% +$170K 0.48% 32
2024
Q2 		$1.35M Buy
21,407
+6,646
+45% +$417K 0.44% 37
2024
Q1 		$935K Buy
14,761
+190
+1% +$11.6K 0.32% 43
2023
Q4 		$882K Buy
14,571
+1,724
+13% +$98.5K 0.33% 41
2023
Q3 		$720K Buy
12,847
+439
+4% +$25.9K 0.3% 48
2023
Q2 		$732K Buy
12,408
+358
+3% +$21.4K 0.29% 46
2023
Q1 		$717K Sell
12,050
-4,114
-25% -$244K 0.3% 45
2022
Q4 		$913K Buy
16,164
+4,835
+43% +$260K 0.31% 40
2022
Q3 		$557K Sell
11,329
-111
-1% -$6.09K 0.21% 52
2022
Q2 		$611K Buy
11,440
+169
+1% +$10.2K 0.24% 46
2022
Q1 		$748K Buy
11,271
+1,219
+12% +$82.8K 0.55% 33
2021
Q4 		$735K Buy
10,052
+723
+8% +$53.7K 0.28% 41
2021
Q3 		$711K Buy
9,329
+1,127
+14% +$85.8K 0.27% 43
2021
Q2 		$605K Buy
8,202
+1,304
+19% +$97.9K 0.27% 42
2021
Q1 		$520K Buy
6,898
+424
+7% +$30.1K 0.41% 40
2020
Q4 		$442K Buy
+6,474
New +$409K 0.39% 41

Other funds holding SCZ

TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

McLean Asset Management's SCZ Position: Q3 2026 in Review

McLean Asset Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 27% in Q3 2026, selling an estimated $168K and leaving 5,254 shares worth $429K. The position accounts for 0.06% of the portfolio, ranked #112.

McLean Asset Management first reported a position in SCZ in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.61M in Q3 2024. 628 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • McLean Asset Management held 5,254 shares of iShares MSCI EAFE Small-Cap ETF worth $429K as of Q3 2026.
  • McLean Asset Management sold 1,979 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $168K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.06% of McLean Asset Management's portfolio in Q3 2026, its #112 holding.
  • McLean Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • McLean Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.61M in Q3 2024.
  • 628 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.