&Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

&Partners’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	$5.14M	Sell	62,748 -31,937	-34%	-$2.67M	0.02%	588
2026 Q1	$7.44M	Sell	94,685 -2,069	-2%	-$168K	0.04%	418
2025 Q4	$7.5M	Buy	96,754 +16,307	+20%	+$1.25M	0.04%	380
2025 Q3	$6.17M	Buy	80,447 +1,249	+2%	+$93.4K	0.04%	369
2025 Q2	$5.76M	Buy	79,198 +2,901	+4%	+$196K	0.04%	337
2025 Q1	$4.91M	Buy	76,297 +6,924	+10%	+$437K	0.05%	298
2024 Q4	$4.31M	Buy	69,373 +34,651	+100%	+$2.2M	0.05%	302
2024 Q3	$2.35M	Buy	34,722 +12,723	+58%	+$819K	0.05%	337
2024 Q2	$1.36M	Buy	21,999 +3,336	+18%	+$209K	0.06%	274
2024 Q1	$1.15M	Buy	18,663 +4,572	+32%	+$280K	0.16%	136
2023 Q4	$830K	Buy	+14,091	New	+$805K	0.2%	112

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

TWIM

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

TCIIS

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

&Partners's SCZ Position: Q2 2026 in Review

&Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 34% in Q2 2026, selling an estimated $2.67M and leaving 62,748 shares worth $5.14M. The position accounts for 0.02% of the portfolio, ranked #588.

&Partners first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.5M in Q4 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

&Partners held 62,748 shares of iShares MSCI EAFE Small-Cap ETF worth $5.14M as of Q2 2026.
&Partners sold 31,937 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $2.67M.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #588 holding.
&Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
&Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $7.5M in Q4 2025.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.