Rothschild Investment LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Rothschild Investment LLC’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	$97.2K	Buy	1,181 +2	+0.2%	+$167	﹤0.01%	1062
2026 Q1	$92.5K	Hold	1,179	–	–	﹤0.01%	911
2025 Q4	$91.4K	Buy	1,179 +2	+0.2%	+$153	0.01%	832
2025 Q3	$90.3K	Hold	1,177	–	–	0.01%	822
2025 Q2	$85.5K	Hold	1,177	–	–	0.01%	671
2025 Q1	$74.8K	Hold	1,177	–	–	0.01%	683
2024 Q4	$71.5K	Hold	1,177	–	–	﹤0.01%	711
2024 Q3	$79.7K	Hold	1,177	–	–	0.01%	700
2024 Q2	$72.5K	Hold	1,177	–	–	0.01%	686
2024 Q1	$74.5K	Hold	1,177	–	–	0.01%	654
2023 Q4	$72.9K	Buy	+1,177	New	+$67.2K	0.01%	600

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

Rothschild Investment LLC's SCZ Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.17% in Q2 2026, buying an estimated $167 and bringing the position to 1,181 shares worth $97.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Rothschild Investment LLC first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Rothschild Investment LLC held 1,181 shares of iShares MSCI EAFE Small-Cap ETF worth $97.2K as of Q2 2026.
Rothschild Investment LLC bought 2 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $167.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1062 holding.
Rothschild Investment LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.