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Pointe Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Pointe Capital Management’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 		$2.86M Buy
36,471
+1,186
+3% +$96.4K 1.42% 15
2025
Q4 		$2.74M Buy
35,285
+2,233
+7% +$171K 1.36% 17
2025
Q3 		$2.54M Buy
33,052
+555
+2% +$41.5K 1.24% 18
2025
Q2 		$2.36M Buy
32,497
+647
+2% +$43.8K 1.23% 18
2025
Q1 		$2.02M Sell
31,850
-6,780
-18% -$428K 1.18% 18
2024
Q4 		$2.35M Sell
38,630
-2,291
-6% -$146K 1.35% 15
2024
Q3 		$2.77M Buy
40,921
+2,061
+5% +$133K 1.62% 12
2024
Q2 		$2.4M Sell
38,860
-790
-2% -$49.5K 1.49% 14
2024
Q1 		$2.51M Buy
39,650
+1,072
+3% +$65.6K 1.54% 13
2023
Q4 		$2.39M Buy
38,578
+34,907
+951% +$1.99M 1.66% 10
2023
Q3 		$207K Buy
+3,671
New +$217K 0.15% 133
2023
Q2 		– Sell
-2,895
Closed -$172K – 342
2023
Q1 		$172K Buy
+2,895
New +$172K 0.12% 151
2020
Q2 		– Sell
-11,371
Closed -$5.01M – 138
2020
Q1 		$5.01M Sell
11,371
-1,108
-9% -$61.6K 4.88% 3
2019
Q4 		$777K Buy
12,479
+1,084
+10% +$65.1K 0.65% 45
2019
Q3 		$652K Sell
11,395
-306
-3% -$17.3K 0.55% 53
2019
Q2 		$672K Buy
11,701
+653
+6% +$37.7K 0.55% 55
2019
Q1 		$635K Buy
11,048
+1,721
+18% +$96.4K 0.53% 57
2018
Q4 		$483K Buy
+9,327
New +$522K 0.47% 63

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pointe Capital Management's SCZ Position: Q1 2026 in Review

Pointe Capital Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.4% in Q1 2026, buying an estimated $96.4K and bringing the position to 36,471 shares worth $2.86M. The position accounts for 1.42% of the portfolio, ranked #15.

Pointe Capital Management first reported a position in SCZ in Q4 2018 and has held it in 18 quarters since. The position peaked at $5.01M in Q1 2020. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Pointe Capital Management held 36,471 shares of iShares MSCI EAFE Small-Cap ETF worth $2.86M as of Q1 2026.
  • Pointe Capital Management bought 1,186 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $96.4K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.42% of Pointe Capital Management's portfolio in Q1 2026, its #15 holding.
  • Pointe Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 18 quarters since.
  • Pointe Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $5.01M in Q1 2020.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.