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

Moloney Securities 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
2025
Q3 		$431K Sell
5,617
-28
-0.5% -$2.1K 0.05% 291
2025
Q2 		$410K Buy
5,645
+109
+2% +$7.38K 0.05% 301
2025
Q1 		$352K Hold
5,536
– – 0.05% 323
2024
Q4 		$336K Sell
5,536
-211
-4% -$13.4K 0.05% 327
2024
Q3 		$389K Hold
5,747
– – 0.05% 312
2024
Q2 		$354K Buy
5,747
+323
+6% +$20.3K 0.05% 321
2024
Q1 		$344K Sell
5,424
-383
-7% -$23.4K 0.05% 323
2023
Q4 		$359K Buy
5,807
+70
+1% +$4K 0.06% 313
2023
Q3 		$324K Hold
5,737
– – 0.06% 300
2023
Q2 		$338K Buy
5,737
+84
+1% +$5.02K 0.06% 300
2023
Q1 		$336K Buy
5,653
+23
+0.4% +$1.37K 0.06% 303
2022
Q4 		$318K Sell
5,630
-177
-3% -$9.5K 0.07% 277
2022
Q3 		$283K Hold
5,807
– – 0.07% 280
2022
Q2 		$317K Buy
5,807
+101
+2% +$6.11K 0.07% 260
2022
Q1 		$379K Sell
5,706
-187
-3% -$12.7K 0.07% 257
2021
Q4 		$431K Buy
5,893
+98
+2% +$7.28K 0.07% 267
2021
Q3 		$431K Hold
5,795
– – 0.08% 265
2021
Q2 		$430K Buy
5,795
+46
+0.8% +$3.45K 0.08% 257
2021
Q1 		$413K Buy
5,749
+140
+2% +$9.94K 0.08% 253
2020
Q4 		$383K Buy
5,609
+12
+0.2% +$757 0.09% 240
2020
Q3 		$330K Buy
5,597
+361
+7% +$20.7K 0.09% 226
2020
Q2 		$281K Buy
5,236
+47
+0.9% +$2.37K 0.08% 234
2020
Q1 		$233K Sell
5,189
-15
-0.3% -$834 0.08% 228
2019
Q4 		$324K Buy
5,204
+39
+0.8% +$2.34K 0.1% 242
2019
Q3 		$296K Sell
5,165
-5
-0.1% -$283 0.1% 236
2019
Q2 		$297K Buy
5,170
+58
+1% +$3.35K 0.1% 222
2019
Q1 		$294K Sell
5,112
-439
-8% -$24.6K 0.1% 222
2018
Q4 		$288K Buy
5,551
+195
+4% +$10.9K 0.12% 201
2018
Q3 		$334K Hold
5,356
– – 0.12% 195
2018
Q2 		$336K Buy
5,356
+62
+1% +$4.06K 0.13% 194
2018
Q1 		$345K Sell
5,294
-104
-2% -$6.86K 0.14% 186
2017
Q4 		$348K Buy
+5,398
New +$340K 0.15% 177

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moloney Securities Asset Management's SCZ Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.5% in Q3 2025, selling an estimated $2.1K and leaving 5,617 shares worth $431K. The position accounts for 0.05% of the portfolio, ranked #291.

Moloney Securities Asset Management first reported a position in SCZ in Q4 2017 and has held it in 32 quarters since. The position peaked at $431K in Q4 2021. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • Moloney Securities Asset Management held 5,617 shares of iShares MSCI EAFE Small-Cap ETF worth $431K as of Q3 2025.
  • Moloney Securities Asset Management sold 28 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $2.1K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.05% of Moloney Securities Asset Management's portfolio in Q3 2025, its #291 holding.
  • Moloney Securities Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 32 quarters since.
  • Moloney Securities Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $431K in Q4 2021.
  • 702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.