Rice Partnership’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Rice Partnership’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
2025 Q4	–	Sell	-36	Closed	-$2.76K	–	196
2025 Q3	$2.76K	Buy	+36	New	+$2.69K	﹤0.01%	181
2025 Q2	–	Sell	-14	Closed	-$889	–	178
2025 Q1	$889	Buy	+14	New	+$884	﹤0.01%	152
2023 Q4	–	Sell	-52	Closed	-$2.94K	–	136
2023 Q3	$2.94K	Hold	52	–	–	﹤0.01%	127
2023 Q2	$3.07K	Buy	+52	New	+$3.11K	﹤0.01%	135
2021 Q4	–	Sell	-280	Closed	-$21K	–	151
2021 Q3	$21K	Buy	280 +169	+152%	+$12.9K	0.01%	121
2021 Q2	$8K	Buy	+111	New	+$8.33K	﹤0.01%	126
2020 Q2	–	Sell	-600	Closed	-$27K	–	98
2020 Q1	$27K	Buy	+600	New	+$33.3K	0.02%	83

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rice Partnership's SCZ Position: Q4 2025 in Review

Rice Partnership sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 36 shares — an estimated $2.76K sold.

Rice Partnership first reported a position in SCZ in Q1 2020 and held it in 7 quarters. The position peaked at $27K in Q1 2020. 755 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

Rice Partnership reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Rice Partnership sold 36 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $2.76K.
Rice Partnership first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2020 and held it in 7 quarters.
Rice Partnership's iShares MSCI EAFE Small-Cap ETF position peaked at $27K in Q1 2020.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Rice Partnership's 13F filing for Q4 2025, filed 10 Feb 2026.