NorthStar Asset Management (New Jersey)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

NorthStar Asset Management (New Jersey)’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	$6.8M	Buy	82,601 +5,518	+7%	+$462K	2.76%	10
2026 Q1	$6.04M	Buy	77,083 +4,363	+6%	+$355K	2.92%	9
2025 Q4	$5.64M	Buy	72,720 +4,640	+7%	+$356K	2.54%	9
2025 Q3	$5.22M	Buy	68,080 +2,321	+4%	+$174K	2.5%	9
2025 Q2	$4.78M	Buy	65,759 +1,797	+3%	+$122K	2.52%	9
2025 Q1	$4.06M	Buy	63,962 +3,947	+7%	+$249K	2.54%	11
2024 Q4	$3.65M	Buy	60,015 +4,863	+9%	+$309K	2.32%	14
2024 Q3	$3.73M	Buy	55,152 +2,844	+5%	+$183K	2.49%	13
2024 Q2	$3.22M	Buy	52,308 +4,211	+9%	+$264K	2.24%	15
2024 Q1	$3.05M	Buy	48,097 +4,468	+10%	+$273K	2.31%	15
2023 Q4	$2.7M	Buy	+43,629	New	+$2.49M	2.47%	15

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

NorthStar Asset Management (New Jersey)'s SCZ Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.2% in Q2 2026, buying an estimated $462K and bringing the position to 82,601 shares worth $6.8M. The position accounts for 2.76% of the portfolio, ranked #10.

NorthStar Asset Management (New Jersey) first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

NorthStar Asset Management (New Jersey) held 82,601 shares of iShares MSCI EAFE Small-Cap ETF worth $6.8M as of Q2 2026.
NorthStar Asset Management (New Jersey) bought 5,518 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $462K.
iShares MSCI EAFE Small-Cap ETF made up 2.76% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #10 holding.
NorthStar Asset Management (New Jersey) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.