Oarsman Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Oarsman Capital’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 Q1	–	Sell	-721	Closed	-$43.8K	–	725
2024 Q4	$43.8K	Buy	721 +1	+0.1%	+$64	0.01%	470
2024 Q3	$48.8K	Buy	+720	New	+$46.3K	0.01%	457
2016 Q2	–	Sell	-6,952	Closed	-$346K	–	190
2016 Q1	$346K	Buy	6,952 +44	+0.6%	+$2.07K	0.18%	138
2015 Q4	$345K	Buy	6,908 +93	+1%	+$4.65K	0.19%	136
2015 Q3	$326K	Buy	6,815 +619	+10%	+$30.9K	0.19%	141
2015 Q2	$316K	Buy	6,196 +981	+19%	+$51.1K	0.22%	134
2015 Q1	$258K	Buy	5,215 +434	+9%	+$21K	0.18%	141
2014 Q4	$223K	Buy	4,781 +355	+8%	+$16.8K	0.16%	145
2014 Q3	$215K	Buy	4,426 +292	+7%	+$14.9K	0.16%	150
2014 Q2	$219K	Buy	4,134 +240	+6%	+$12.5K	0.16%	150
2014 Q1	$203K	Buy	+3,894	New	+$200K	0.16%	153

Other funds holding SCZ

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Oarsman Capital's SCZ Position: Q1 2025 in Review

Oarsman Capital sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 721 shares — an estimated $43.8K sold.

Oarsman Capital first reported a position in SCZ in Q1 2014 and held it in 11 quarters. The position peaked at $346K in Q1 2016. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

Oarsman Capital reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 721 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $43.8K.
Oarsman Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2014 and held it in 11 quarters.
Oarsman Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $346K in Q1 2016.
687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.