Orin Green Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Orin Green Financial’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	-3,479	Closed	-$224K	–	81
2025 Q1	$224K	Buy	+3,479	New	+$220K	0.11%	66
2024 Q4	–	Sell	-3,479	Closed	-$221K	–	71
2024 Q3	$236K	Hold	3,479	–	–	0.1%	72
2024 Q2	$214K	Buy	+3,479	New	+$218K	0.1%	68
2024 Q1	–	Sell	-3,479	Closed	-$213K	–	70
2023 Q4	$215K	Buy	+3,479	New	+$199K	0.11%	70
2023 Q3	–	Sell	-3,479	Closed	-$205K	–	79
2023 Q2	$205K	Hold	3,479	–	–	0.11%	63
2023 Q1	$207K	Sell	3,479 -1,876	-35%	-$111K	0.11%	63
2022 Q4	$302K	Hold	5,355	–	–	0.18%	53
2022 Q3	$261K	Hold	5,355	–	–	0.17%	54
2022 Q2	$286K	Hold	5,355	–	–	0.18%	54
2022 Q1	$355K	Hold	5,355	–	–	0.23%	51
2021 Q4	$371K	Hold	5,355	–	–	0.27%	43
2021 Q3	$398K	Hold	5,355	–	–	0.28%	47
2021 Q2	$397K	Hold	5,355	–	–	0.28%	47
2021 Q1	$385K	Hold	5,355	–	–	0.31%	45
2020 Q4	$366K	Buy	+5,355	New	+$338K	0.29%	45

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Orin Green Financial's SCZ Position: Q2 2025 in Review

Orin Green Financial sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 3,479 shares — an estimated $224K sold.

Orin Green Financial first reported a position in SCZ in Q4 2020 and held it in 15 quarters. The position peaked at $398K in Q3 2021. 718 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

Orin Green Financial reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Orin Green Financial sold 3,479 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $224K.
Orin Green Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 15 quarters.
Orin Green Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $398K in Q3 2021.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Orin Green Financial's 13F filing for Q2 2025, filed 29 Jul 2025.