&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 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 $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

BlackRock New York $5.72T AUM 30.48% 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

&Partners's SCZ Position: Q1 2026 in Review

&Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.1% in Q1 2026, selling an estimated $168K and leaving 94,685 shares worth $7.44M. The position accounts for 0.04% of the portfolio, ranked #418.

&Partners first reported a position in SCZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.5M in Q4 2025. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

&Partners held 94,685 shares of iShares MSCI EAFE Small-Cap ETF worth $7.44M as of Q1 2026.
&Partners sold 2,069 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $168K.
iShares MSCI EAFE Small-Cap ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #418 holding.
&Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
&Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $7.5M in Q4 2025.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.