New York Life Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

New York Life Investment 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 Q2	–	Sell	-204,033	Closed	-$13M	–	829
2025 Q1	$13M	Buy	+204,033	New	+$12.9M	0.13%	146
2022 Q2	–	Sell	-47,018	Closed	-$3.12M	–	1254
2022 Q1	$3.12M	Sell	47,018 -31,198	-40%	-$2.12M	0.16%	31
2021 Q4	$5.72M	Buy	78,216 +5,180	+7%	+$385K	0.3%	24
2021 Q3	$5.43M	Buy	73,036 +3,389	+5%	+$258K	0.3%	21
2021 Q2	$5.17M	Buy	69,647 +22,629	+48%	+$1.7M	0.3%	22
2021 Q1	$3.27M	Hold	47,018	–	–	0.2%	25
2020 Q4	$2.66M	Hold	47,018	–	–	0.18%	24
2020 Q3	$2.66M	Hold	47,018	–	–	0.24%	19
2020 Q2	$2.66M	Hold	47,018	–	–	0.28%	17
2020 Q1	$2.66M	Hold	47,018	–	–	0.42%	13
2019 Q4	$2.66M	Hold	47,018	–	–	0.39%	13
2019 Q3	$2.66M	Hold	47,018	–	–	0.31%	15
2019 Q2	$2.66M	Sell	47,018 -380,221	-89%	-$22M	0.24%	17
2019 Q1	$24.5M	Sell	427,239 -61,001	-12%	-$3.42M	1.89%	10
2018 Q4	$25.3M	Buy	488,240 +54,557	+13%	+$3.06M	1.89%	8
2018 Q3	$27M	Buy	433,683 +22,332	+5%	+$1.39M	1.83%	8
2018 Q2	$25.8M	Buy	411,351 +12,388	+3%	+$811K	1.49%	9
2018 Q1	$26M	Buy	+398,963	New	+$26.3M	1.6%	9

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Investment Management's SCZ Position: Q2 2025 in Review

New York Life Investment Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 204,033 shares — an estimated $13M sold.

New York Life Investment Management first reported a position in SCZ in Q1 2018 and held it in 18 quarters. The position peaked at $27M in Q3 2018. 716 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

New York Life Investment Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
New York Life Investment Management sold 204,033 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $13M.
New York Life Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and held it in 18 quarters.
New York Life Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $27M in Q3 2018.
716 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on New York Life Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.