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Pinnacle Associates’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Pinnacle Associates’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 		$3.33M Sell
40,465
-1,544
-4% -$129K 0.04% 341
2026
Q1 		$3.29M Sell
42,009
-4,879
-10% -$397K 0.04% 321
2025
Q4 		$3.64M Sell
46,888
-1,063
-2% -$81.5K 0.05% 293
2025
Q3 		$3.68M Sell
47,951
-735
-2% -$55K 0.05% 295
2025
Q2 		$3.54M Sell
48,686
-2,440
-5% -$165K 0.05% 296
2025
Q1 		$3.25M Sell
51,126
-49,670
-49% -$3.14M 0.05% 296
2024
Q4 		$6.12M Sell
100,796
-20,547
-17% -$1.31M 0.08% 215
2024
Q3 		$7.51M Buy
121,343
+6,618
+6% +$426K 0.13% 186
2024
Q2 		$7.07M Buy
114,725
+914
+0.8% +$57.3K 0.11% 195
2024
Q1 		$7.21M Sell
113,811
-7,532
-6% -$461K 0.11% 198
2023
Q4 		$7.51M Sell
121,343
-23,300
-16% -$1.33M 0.13% 189
2023
Q3 		$8.17M Buy
144,643
+2,481
+2% +$146K 0.15% 167
2023
Q2 		$8.38M Buy
142,162
+1,931
+1% +$115K 0.15% 170
2023
Q1 		$8.35M Buy
140,231
+12,194
+10% +$724K 0.17% 147
2022
Q4 		$7.23M Buy
128,037
+9,854
+8% +$529K 0.16% 157
2022
Q3 		$5.76M Sell
118,183
-20,529
-15% -$1.13M 0.13% 175
2022
Q2 		$7.57M Sell
138,712
-35,438
-20% -$2.14M 0.17% 156
2022
Q1 		$11.6M Buy
174,150
+51,470
+42% +$3.5M 0.2% 136
2021
Q4 		$8.97M Buy
122,680
+13,588
+12% +$1.01M 0.15% 156
2021
Q3 		$8.12M Buy
109,092
+99,622
+1,052% +$7.58M 0.15% 162
2021
Q2 		$702K Sell
9,470
-155
-2% -$11.6K 0.01% 500
2021
Q1 		$691K Buy
9,625
+350
+4% +$24.8K 0.01% 481
2020
Q4 		$634K Buy
9,275
+810
+10% +$51.1K 0.01% 475
2020
Q3 		$499K Sell
8,465
-3,245
-28% -$186K 0.01% 488
2020
Q2 		$628K Buy
11,710
+1,519
+15% +$76.5K 0.02% 452
2020
Q1 		$457K Sell
10,191
-312,583
-97% -$17.4M 0.01% 494
2019
Q4 		$20.1M Buy
322,774
+598
+0.2% +$35.9K 0.44% 65
2019
Q3 		$18.4M Buy
322,176
+15,519
+5% +$877K 0.43% 63
2019
Q2 		$17.6M Buy
306,657
+224
+0.1% +$12.9K 0.41% 65
2019
Q1 		$17.6M Sell
306,433
-2,079
-0.7% -$116K 0.4% 72
2018
Q4 		$16M Sell
308,512
-40,124
-12% -$2.25M 0.41% 68
2018
Q3 		$21.7M Buy
348,636
+10,205
+3% +$637K 0.45% 62
2018
Q2 		$21.2M Buy
338,431
+3,653
+1% +$239K 0.44% 64
2018
Q1 		$21.8M Sell
334,778
-2,362
-0.7% -$156K 0.43% 65
2017
Q4 		$21.7M Buy
337,140
+17,657
+6% +$1.11M 0.42% 68
2017
Q3 		$19.8M Buy
319,483
+13,980
+5% +$836K 0.37% 81
2017
Q2 		$17.7M Buy
305,503
+6,079
+2% +$346K 0.34% 85
2017
Q1 		$16.2M Buy
299,424
+995
+0.3% +$52.3K 0.31% 90
2016
Q4 		$14.9M Buy
298,429
+2,896
+1% +$146K 0.3% 94
2016
Q3 		$15.5M Buy
295,533
+1,054
+0.4% +$53.4K 0.31% 92
2016
Q2 		$14.2M Sell
294,479
-23,585
-7% -$1.18M 0.31% 90
2016
Q1 		$15.8M Sell
318,064
-9,880
-3% -$465K 0.34% 82
2015
Q4 		$16.4M Buy
327,944
+1,180
+0.4% +$59K 0.34% 80
2015
Q3 		$15.6M Sell
326,764
-8,940
-3% -$446K 0.35% 75
2015
Q2 		$17.1M Buy
335,704
+16,705
+5% +$871K 0.32% 84
2015
Q1 		$15.8M Buy
318,999
+21,628
+7% +$1.05M 0.29% 88
2014
Q4 		$13.9M Sell
297,371
-5,848
-2% -$276K 0.27% 96
2014
Q3 		$14.7M Buy
303,219
+762
+0.3% +$38.9K 0.3% 90
2014
Q2 		$16M Buy
302,457
+9,825
+3% +$513K 0.31% 88
2014
Q1 		$15.3M Buy
292,632
+13,420
+5% +$688K 0.3% 89
2013
Q4 		$14.2M Buy
279,212
+14,665
+6% +$727K 0.28% 95
2013
Q3 		$12.8M Buy
264,547
+20,541
+8% +$943K 0.27% 102
2013
Q2 		$10.2M Buy
+244,006
New +$10.8M 0.23% 109

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

Pinnacle Associates's SCZ Position: Q2 2026 in Review

Pinnacle Associates reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.7% in Q2 2026, selling an estimated $129K and leaving 40,465 shares worth $3.33M. The position accounts for 0.04% of the portfolio, ranked #341.

Pinnacle Associates first reported a position in SCZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.8M in Q1 2018. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Pinnacle Associates held 40,465 shares of iShares MSCI EAFE Small-Cap ETF worth $3.33M as of Q2 2026.
  • Pinnacle Associates sold 1,544 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $129K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of Pinnacle Associates's portfolio in Q2 2026, its #341 holding.
  • Pinnacle Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Pinnacle Associates's iShares MSCI EAFE Small-Cap ETF position peaked at $21.8M in Q1 2018.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.