Rockingstone Advisors
SCZ icon

Rockingstone Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Rockingstone Advisors’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
Q3 		$358K Hold
4,245
– – 0.14% 92
2026
Q2 		$349K Hold
4,245
– – 0.14% 96
2026
Q1 		$333K Hold
4,245
– – 0.15% 98
2025
Q4 		$329K Hold
4,245
– – 0.15% 97
2025
Q3 		$326K Hold
4,245
– – 0.16% 94
2025
Q2 		$309K Hold
4,245
– – 0.16% 91
2025
Q1 		$270K Sell
4,245
-600
-12% -$37.9K 0.12% 94
2024
Q4 		$294K Buy
4,845
+1,075
+29% +$68.4K 0.13% 94
2024
Q3 		$255K Sell
3,770
-2,880
-43% -$185K 0.13% 93
2024
Q2 		$410K Sell
6,650
-16,215
-71% -$1.02M 0.21% 89
2024
Q1 		$1.45M Sell
22,865
-375
-2% -$22.9K 0.75% 48
2023
Q4 		$1.44M Sell
23,240
-2,274
-9% -$130K 0.81% 50
2023
Q3 		$1.44M Buy
25,514
+855
+3% +$50.4K 0.8% 45
2023
Q2 		$1.45M Sell
24,659
-60
-0.2% -$3.59K 0.82% 47
2023
Q1 		$1.47M Buy
24,719
+5,908
+31% +$351K 0.9% 46
2022
Q4 		$1.06M Buy
+18,811
New +$1.01M 0.79% 54

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rockingstone Advisors's SCZ Position: Q3 2026 in Review

Rockingstone Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 4,245 shares worth $358K. The position accounts for 0.14% of the portfolio, ranked #92.

Rockingstone Advisors first reported a position in SCZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.47M in Q1 2023. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Rockingstone Advisors held 4,245 shares of iShares MSCI EAFE Small-Cap ETF worth $358K as of Q3 2026.
  • Rockingstone Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.14% of Rockingstone Advisors's portfolio in Q3 2026, its #92 holding.
  • Rockingstone Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Rockingstone Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.47M in Q1 2023.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.