Ritholtz Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ritholtz Wealth 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 Q2	$5.91M	Buy	71,800 +741	+1%	+$62.1K	0.09%	150
2026 Q1	$5.57M	Sell	71,059 -4,484	-6%	-$365K	0.1%	139
2025 Q4	$5.86M	Sell	75,543 -3,643	-5%	-$279K	0.11%	122
2025 Q3	$6.08M	Sell	79,186 -186	-0.2%	-$13.9K	0.12%	104
2025 Q2	$5.77M	Buy	79,372 +73,876	+1,344%	+$5M	0.13%	91
2025 Q1	$349K	Buy	5,496 +1,103	+25%	+$69.7K	0.01%	699
2024 Q4	$267K	Buy	4,393 +20	+0.5%	+$1.27K	0.01%	740
2024 Q3	$296K	Sell	4,373 -500	-10%	-$32.2K	0.01%	703
2024 Q2	$300K	Sell	4,873 -653	-12%	-$40.9K	0.01%	650
2024 Q1	$350K	Buy	5,526 +31	+0.6%	+$1.9K	0.01%	596
2023 Q4	$340K	Buy	+5,495	New	+$314K	0.01%	571

Other funds holding SCZ

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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 New York $6.73T AUM 46.02% 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

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

Ritholtz Wealth Management's SCZ Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1% in Q2 2026, buying an estimated $62.1K and bringing the position to 71,800 shares worth $5.91M. The position accounts for 0.09% of the portfolio, ranked #150.

Ritholtz Wealth Management first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.08M in Q3 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Ritholtz Wealth Management held 71,800 shares of iShares MSCI EAFE Small-Cap ETF worth $5.91M as of Q2 2026.
Ritholtz Wealth Management bought 741 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $62.1K.
iShares MSCI EAFE Small-Cap ETF made up 0.09% of Ritholtz Wealth Management's portfolio in Q2 2026, its #150 holding.
Ritholtz Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Ritholtz Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $6.08M in Q3 2025.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.