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Oak Root LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Oak Root LLC’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
-35,448
Closed -$2.25M – 13
2025
Q1 		$2.25M Sell
35,448
-19,562
-36% -$1.24M 0.3% 12
2024
Q4 		$3.34M Buy
+55,010
New +$3.5M 0.44% 12

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Root LLC's SCZ Position: Q2 2025 in Review

Oak Root LLC sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 35,448 shares — an estimated $2.25M sold.

Oak Root LLC first reported a position in SCZ in Q4 2024 and held it in 2 quarters. The position peaked at $3.34M in Q4 2024. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • Oak Root LLC reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Oak Root LLC sold 35,448 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $2.25M.
  • Oak Root LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Oak Root LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $3.34M in Q4 2024.
  • 714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Oak Root LLC's 13F filing for Q2 2025, filed 15 Jul 2025.