Running Point Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Running Point Capital 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
2025 Q4	$39.8K	Hold	513	–	–	0.01%	156
2025 Q3	$39.4K	Hold	513	–	–	0.01%	159
2025 Q2	$37.3K	Hold	513	–	–	0.01%	149
2025 Q1	$32.6K	Sell	513 -55	-10%	-$3.47K	0.01%	143
2024 Q4	$34.5K	Buy	568 +555	+4,269%	+$35.3K	0.01%	130
2024 Q3	$880	Hold	13	–	–	﹤0.01%	149
2024 Q2	$801	Hold	13	–	–	﹤0.01%	140
2024 Q1	$823	Hold	13	–	–	﹤0.01%	139
2023 Q4	$805	Sell	13 -23	-64%	-$1.31K	﹤0.01%	155
2023 Q3	$2.03K	Buy	36 +23	+177%	+$1.36K	﹤0.01%	140
2023 Q2	$767	Buy	+13	New	+$778	﹤0.01%	145
2021 Q4	–	Sell	-2,620	Closed	-$195K	–	170
2021 Q3	$195K	Hold	2,620	–	–	0.09%	105
2021 Q2	$194K	Hold	2,620	–	–	0.09%	96
2021 Q1	$188K	Hold	2,620	–	–	0.1%	84
2020 Q4	$179K	Buy	+2,620	New	+$165K	0.1%	77

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Running Point Capital Advisors's SCZ Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q4 2025 at 513 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #156.

Running Point Capital Advisors first reported a position in SCZ in Q4 2020 and has held it in 15 quarters since. The position peaked at $195K in Q3 2021. 752 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

Running Point Capital Advisors held 513 shares of iShares MSCI EAFE Small-Cap ETF worth $39.8K as of Q4 2025.
Running Point Capital Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q4 2025.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #156 holding.
Running Point Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 15 quarters since.
Running Point Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $195K in Q3 2021.
752 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.