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

Objective Capital Management’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
-7,422
Closed -$451K – 130
2024
Q4 		$451K Buy
7,422
+11
+0.1% +$700 0.3% 69
2024
Q3 		$502K Buy
+7,411
New +$477K 0.29% 72
2024
Q1 		$473K Sell
7,476
-746
-9% -$45.6K 0.32% 69
2023
Q4 		$509K Sell
8,222
-944
-10% -$53.9K 0.39% 59
2023
Q3 		$518K Sell
9,166
-1,174
-11% -$69.3K 0.46% 50
2023
Q2 		$610K Sell
10,340
-557
-5% -$33.3K 0.53% 44
2023
Q1 		$648K Hold
10,897
– – 0.59% 43
2022
Q4 		$615K Sell
10,897
-784
-7% -$42.1K 0.61% 45
2022
Q3 		$570K Buy
11,681
+55
+0.5% +$3.02K 0.61% 41
2022
Q2 		$635K Buy
11,626
+75
+0.6% +$4.54K 0.64% 39
2022
Q1 		$766K Buy
11,551
+1
+0% +$68 0.59% 38
2021
Q4 		$844K Buy
+11,550
New +$858K 0.6% 36

Other funds holding SCZ

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Objective Capital Management's SCZ Position: Q1 2025 in Review

Objective Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 7,422 shares — an estimated $451K sold.

Objective Capital Management first reported a position in SCZ in Q4 2021 and held it in 12 quarters. The position peaked at $844K in Q4 2021. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Objective Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Objective Capital Management sold 7,422 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $451K.
  • Objective Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 12 quarters.
  • Objective Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $844K in Q4 2021.
  • 687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.