Ocean Park Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ocean Park Asset 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
2026 Q2	$8.64M	Buy	+105,074	New	+$8.8M	0.42%	39
2025 Q3	–	Sell	-3,770	Closed	-$240K	–	110
2025 Q2	$240K	Hold	3,770	–	–	0.01%	75
2025 Q1	$240K	Buy	+3,770	New	+$238K	0.01%	75

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

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

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

Ocean Park Asset Management's SCZ Position: Q2 2026 in Review

Ocean Park Asset Management opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 105,074 shares worth $8.64M. The stake represents 0.42% of the portfolio and ranks #39 among its holdings. This is a return to the name: Ocean Park Asset Management previously reported a position in SCZ as recently as Q2 2025.

Ocean Park Asset Management first reported a position in SCZ in Q1 2025 and has held it in 3 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Ocean Park Asset Management held 105,074 shares of iShares MSCI EAFE Small-Cap ETF worth $8.64M as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new Ocean Park Asset Management position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.42% of Ocean Park Asset Management's portfolio in Q2 2026, its #39 holding.
Ocean Park Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2025 and has held it in 3 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.