NewEdge Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.8M | Buy |
143,478
+12,141
| +9% | +$1.02M | 0.04% | 452 |
|
|
2026
Q1 | $10.3M | Buy |
131,337
+8,788
| +7% | +$715K | 0.04% | 452 |
|
|
2025
Q4 | $9.5M | Buy |
122,549
+19,605
| +19% | +$1.5M | 0.03% | 446 |
|
|
2025
Q3 | $7.9M | Buy |
102,944
+8,648
| +9% | +$647K | 0.04% | 465 |
|
|
2025
Q2 | $6.85M | Sell |
94,296
-28
| -0% | -$1.9K | 0.04% | 469 |
|
|
2025
Q1 | $5.99M | Buy |
94,324
+2,511
| +3% | +$159K | 0.04% | 453 |
|
|
2024
Q4 | $5.58M | Buy |
91,813
+2,336
| +3% | +$149K | 0.03% | 463 |
|
|
2024
Q3 | $6.06M | Buy |
89,477
+6,833
| +8% | +$440K | 0.04% | 421 |
|
|
2024
Q2 | $5.09M | Buy |
82,644
+1,644
| +2% | +$103K | 0.04% | 439 |
|
|
2024
Q1 | $5.13M | Buy |
81,000
+1,898
| +2% | +$116K | 0.04% | 384 |
|
|
2023
Q4 | $4.74M | Sell |
79,102
-7,570
| -9% | -$432K | 0.05% | 366 |
|
|
2023
Q3 | $4.89M | Buy |
86,672
+10,195
| +13% | +$602K | 0.05% | 326 |
|
|
2023
Q2 | $4.51M | Buy |
76,477
+8,658
| +13% | +$518K | 0.05% | 345 |
|
|
2023
Q1 | $4.04M | Sell |
67,819
-14,434
| -18% | -$857K | 0.05% | 343 |
|
|
2022
Q4 | $4.58M | Buy |
82,253
+41,661
| +103% | +$2.24M | 0.12% | 182 |
|
|
2022
Q3 | $1.98M | Sell |
40,592
-1,872
| -4% | -$103K | 0.03% | 432 |
|
|
2022
Q2 | $2.32M | Buy |
42,464
+10,992
| +35% | +$665K | 0.04% | 402 |
|
|
2022
Q1 | $2.09M | Sell |
31,472
-9,781
| -24% | -$664K | 0.03% | 410 |
|
|
2021
Q4 | $3.02M | Buy |
41,253
+30,244
| +275% | +$2.25M | 0.05% | 341 |
|
|
2021
Q3 | $819K | Buy |
+11,009
| New | +$838K | 0.02% | 590 |
|
|
2020
Q1 | – | Sell |
-13,655
| Closed | -$850K | – | 885 |
|
|
2019
Q4 | $850K | Sell |
13,655
-9,116
| -40% | -$548K | 0.03% | 393 |
|
|
2019
Q3 | $1.33M | Buy |
22,771
+8,383
| +58% | +$474K | 0.06% | 290 |
|
|
2019
Q2 | $826K | Sell |
14,388
-1,528
| -10% | -$88.2K | 0.05% | 301 |
|
|
2019
Q1 | $914K | Sell |
15,916
-1,848
| -10% | -$104K | 0.06% | 286 |
|
|
2018
Q4 | $921K | Buy |
17,764
+1,342
| +8% | +$75.1K | 0.06% | 267 |
|
|
2018
Q3 | $1.07M | Buy |
16,422
+3,102
| +23% | +$194K | 0.08% | 222 |
|
|
2018
Q2 | $825K | Buy |
13,320
+1,894
| +17% | +$124K | 0.08% | 231 |
|
|
2018
Q1 | $735K | Buy |
+11,426
| New | +$754K | 0.08% | 221 |
|
|
2017
Q3 | – | Sell |
-577
| Closed | -$33.1K | – | 986 |
|
|
2017
Q2 | $33.1K | Buy |
+577
| New | +$32.9K | 0.01% | 610 |
|
Other funds holding SCZ
TWIM
TCIIS
NewEdge Advisors's SCZ Position: Q2 2026 in Review
NewEdge Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 9.2% in Q2 2026, buying an estimated $1.02M and bringing the position to 143,478 shares worth $11.8M. The position accounts for 0.04% of the portfolio, ranked #452.
NewEdge Advisors first reported a position in SCZ in Q2 2017 and has held it in 29 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.
- NewEdge Advisors held 143,478 shares of iShares MSCI EAFE Small-Cap ETF worth $11.8M as of Q2 2026.
- NewEdge Advisors bought 12,141 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.02M.
- iShares MSCI EAFE Small-Cap ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #452 holding.
- NewEdge Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and has held it in 29 quarters since.
- 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.