NP
SCZ icon

NorthRock Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

NorthRock Partners’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
Q2 		$248K Sell
3,018
-9
-0.3% -$754 ﹤0.01% 596
2026
Q1 		$237K Buy
+3,027
New +$246K ﹤0.01% 586
2025
Q2 		– Sell
-1,591
Closed -$101K – 884
2025
Q1 		$101K Buy
1,591
+989
+164% +$62.5K ﹤0.01% 627
2024
Q4 		$36.6K Hold
602
– – ﹤0.01% 673
2024
Q3 		$40.8K Buy
602
+11
+2% +$708 ﹤0.01% 708
2024
Q2 		$36.4K Buy
591
+427
+260% +$26.8K ﹤0.01% 687
2024
Q1 		$10.4K Buy
164
+67
+69% +$4.1K ﹤0.01% 738
2023
Q4 		$6K Buy
+97
New +$5.54K ﹤0.01% 699

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NorthRock Partners's SCZ Position: Q2 2026 in Review

NorthRock Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.3% in Q2 2026, selling an estimated $754 and leaving 3,018 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

NorthRock Partners first reported a position in SCZ in Q4 2023 and has held it in 8 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • NorthRock Partners held 3,018 shares of iShares MSCI EAFE Small-Cap ETF worth $248K as of Q2 2026.
  • NorthRock Partners sold 9 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $754.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #596 holding.
  • NorthRock Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.