Pathstone Holdings
SCZ icon

Pathstone Holdings’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Pathstone Holdings’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 		$31.8M Buy
386,423
+234,153
+154% +$19.6M 0.09% 154
2026
Q1 		$11.9M Sell
152,270
-934
-0.6% -$75.9K 0.05% 291
2025
Q4 		$11.9M Buy
153,204
+491
+0.3% +$37.6K 0.05% 283
2025
Q3 		$11.7M Sell
152,713
-102,890
-40% -$7.7M 0.04% 287
2025
Q2 		$14.8M Buy
255,603
+141,964
+125% +$9.61M 0.06% 218
2025
Q1 		$7.22M Sell
113,639
-43,308
-28% -$2.74M 0.03% 437
2024
Q4 		$9.53M Sell
156,947
-65,816
-30% -$4.19M 0.04% 335
2024
Q3 		$15.1M Buy
222,763
+3,633
+2% +$234K 0.07% 215
2024
Q2 		$13.5M Sell
219,130
-14,992
-6% -$940K 0.06% 226
2024
Q1 		$14.8M Buy
234,122
+1,581
+0.7% +$96.7K 0.07% 207
2023
Q4 		$14.4M Buy
+232,541
New +$13.3M 0.08% 193

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pathstone Holdings's SCZ Position: Q2 2026 in Review

Pathstone Holdings increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 154% in Q2 2026, buying an estimated $19.6M and bringing the position to 386,423 shares worth $31.8M. The position accounts for 0.09% of the portfolio, ranked #154.

Pathstone Holdings first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Pathstone Holdings held 386,423 shares of iShares MSCI EAFE Small-Cap ETF worth $31.8M as of Q2 2026.
  • Pathstone Holdings bought 234,153 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $19.6M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.09% of Pathstone Holdings's portfolio in Q2 2026, its #154 holding.
  • Pathstone Holdings first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.