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Principal Securities’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Principal Securities’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 		$2.63M Buy
33,557
+15
+0% +$1.22K 0.04% 405
2025
Q4 		$2.6M Sell
33,542
-754
-2% -$57.8K 0.04% 390
2025
Q3 		$2.63M Buy
34,296
+1,580
+5% +$118K 0.04% 373
2025
Q2 		$2.38M Buy
32,716
+4,494
+16% +$304K 0.04% 360
2025
Q1 		$1.71M Buy
28,222
+1,059
+4% +$66.9K 0.04% 408
2024
Q4 		$1.65M Buy
27,163
+2,804
+12% +$178K 0.04% 416
2024
Q3 		$1.65M Sell
24,359
-380
-2% -$24.5K 0.04% 406
2024
Q2 		$1.52M Sell
24,739
-294
-1% -$18.4K 0.04% 371
2024
Q1 		$1.59M Sell
25,033
-819
-3% -$50.1K 0.05% 330
2023
Q4 		$1.6M Buy
+25,852
New +$1.48M 0.06% 293

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

Principal Securities's SCZ Position: Q1 2026 in Review

Principal Securities increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.04% in Q1 2026, buying an estimated $1.22K and bringing the position to 33,557 shares worth $2.63M. The position accounts for 0.04% of the portfolio, ranked #405.

Principal Securities first reported a position in SCZ in Q4 2023 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Principal Securities held 33,557 shares of iShares MSCI EAFE Small-Cap ETF worth $2.63M as of Q1 2026.
  • Principal Securities bought 15 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $1.22K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of Principal Securities's portfolio in Q1 2026, its #405 holding.
  • Principal Securities first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.