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

Sage Mountain 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 Q2	$139K	Hold	1,695	–	–	0.01%	235
2026 Q1	$133K	Sell	1,695 -382	-18%	-$31.1K	0.01%	214
2025 Q4	$161K	Hold	2,077	–	–	0.01%	486
2025 Q3	$159K	Hold	2,077	–	–	0.01%	475
2025 Q2	$151K	Hold	2,077	–	–	0.01%	420
2025 Q1	$132K	Hold	2,077	–	–	0.01%	401
2024 Q4	$126K	Hold	2,077	–	–	0.01%	399
2024 Q3	$141K	Hold	2,077	–	–	0.01%	405
2024 Q2	$128K	Hold	2,077	–	–	0.01%	356
2024 Q1	$132K	Hold	2,077	–	–	0.01%	336
2023 Q4	$129K	Sell	2,077 -41	-2%	-$2.34K	0.01%	281
2023 Q3	$120K	Hold	2,118	–	–	0.02%	283
2023 Q2	$125K	Hold	2,118	–	–	0.02%	272
2023 Q1	$126K	Sell	2,118 -508	-19%	-$30.2K	0.02%	256
2022 Q4	$148K	Sell	2,626 -460	-15%	-$24.7K	0.03%	171
2022 Q3	$151K	Sell	3,086 -971	-24%	-$53.2K	0.04%	190
2022 Q2	$221K	Hold	4,057	–	–	0.04%	411
2022 Q1	$269K	Hold	4,057	–	–	0.04%	405
2021 Q4	$297K	Sell	4,057 -76	-2%	-$5.64K	0.04%	442
2021 Q3	$308K	Buy	4,133 +626	+18%	+$47.6K	0.04%	353
2021 Q2	$260K	Sell	3,507 -1,328	-27%	-$99.7K	0.04%	338
2021 Q1	$347K	Buy	+4,835	New	+$343K	0.07%	209

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

Sage Mountain Advisors's SCZ Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 1,695 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #235.

Sage Mountain Advisors first reported a position in SCZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $347K in Q1 2021. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Sage Mountain Advisors held 1,695 shares of iShares MSCI EAFE Small-Cap ETF worth $139K as of Q2 2026.
Sage Mountain Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #235 holding.
Sage Mountain Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
Sage Mountain Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $347K in Q1 2021.
770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.