Morton Capital Management
SCZ icon

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

Morton 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
Q3 		$589K Hold
6,973
– – 0.07% 75
2026
Q2 		$574K Buy
6,973
+95
+1% +$7.96K 0.08% 81
2026
Q1 		$539K Sell
6,878
-788
-10% -$64.1K 0.08% 72
2025
Q4 		$594K Buy
7,666
+147
+2% +$11.3K 0.09% 64
2025
Q3 		$577K Sell
7,519
-147
-2% -$11K 0.09% 67
2025
Q2 		$557K Buy
7,666
+259
+3% +$17.5K 0.1% 65
2025
Q1 		$471K Sell
7,407
-54
-0.7% -$3.41K 0.09% 70
2024
Q4 		$453K Buy
7,461
+148
+2% +$9.41K 0.09% 74
2024
Q3 		$495K Buy
+7,313
New +$471K 0.1% 67

Other funds holding SCZ

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
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
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
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Morton Capital Management's SCZ Position: Q3 2026 in Review

Morton Capital Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 6,973 shares worth $589K. The position accounts for 0.07% of the portfolio, ranked #75.

Morton Capital Management first reported a position in SCZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $594K in Q4 2025. 552 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Morton Capital Management held 6,973 shares of iShares MSCI EAFE Small-Cap ETF worth $589K as of Q3 2026.
  • Morton Capital Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.07% of Morton Capital Management's portfolio in Q3 2026, its #75 holding.
  • Morton Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 9 quarters since.
  • Morton Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $594K in Q4 2025.
  • 552 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.