Savant Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Savant Capital’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 Q1	$16.7M	Buy	212,798 +23,607	+12%	+$1.92M	0.08%	142
2025 Q4	$14.7M	Sell	189,191 -53,413	-22%	-$4.09M	0.08%	142
2025 Q3	$18.6M	Buy	242,604 +48,645	+25%	+$3.64M	0.11%	123
2025 Q2	$14.1M	Buy	193,959 +11,775	+6%	+$797K	0.1%	121
2025 Q1	$11.6M	Sell	182,184 -30,901	-15%	-$1.95M	0.1%	124
2024 Q4	$12.9M	Sell	213,085 -8,731	-4%	-$555K	0.1%	131
2024 Q3	$15M	Buy	221,816 +15,236	+7%	+$980K	0.12%	117
2024 Q2	$12.7M	Sell	206,580 -1,052	-0.5%	-$66K	0.13%	121
2024 Q1	$13.1M	Sell	207,632 -28,409	-12%	-$1.74M	0.15%	105
2023 Q4	$14.6M	Sell	236,041 -7,503	-3%	-$429K	0.19%	93
2023 Q3	$13.8M	Buy	243,544 +20,120	+9%	+$1.19M	0.21%	93
2023 Q2	$13.2M	Sell	223,424 -10,513	-4%	-$629K	0.21%	91
2023 Q1	$13.9M	Buy	233,937 +87,987	+60%	+$5.22M	0.26%	69
2022 Q4	$8.05M	Buy	145,950 +31,918	+28%	+$1.71M	0.2%	65
2022 Q3	$5.56M	Buy	114,032 +19,459	+21%	+$1.07M	0.17%	76
2022 Q2	$5.16M	Buy	94,573 +29,243	+45%	+$1.77M	0.16%	78
2022 Q1	$4.33M	Buy	65,330 +57	+0.1%	+$3.87K	0.14%	85
2021 Q4	$4.77M	Buy	65,273 +1,169	+2%	+$86.8K	0.15%	80
2021 Q3	$4.77M	Sell	64,104 -560	-0.9%	-$42.6K	0.17%	71
2021 Q2	$4.8M	Buy	64,664 +40	+0.1%	+$3K	0.19%	61
2021 Q1	$4.64M	Sell	64,624 -274	-0.4%	-$19.4K	0.25%	59
2020 Q4	$4.44M	Sell	64,898 -5,408	-8%	-$341K	0.26%	58
2020 Q3	$4.15M	Sell	70,306 -3,251	-4%	-$186K	0.28%	55
2020 Q2	$3.94M	Buy	73,557 +4,494	+7%	+$226K	0.3%	56
2020 Q1	$3.1M	Sell	69,063 -31,516	-31%	-$1.75M	0.29%	65
2019 Q4	$6.26M	Buy	100,579 +5,427	+6%	+$326K	0.77%	28
2019 Q3	$5.45M	Buy	95,152 +21,035	+28%	+$1.19M	0.76%	29
2019 Q2	$4.25M	Buy	74,117 +9,093	+14%	+$525K	0.6%	40
2019 Q1	$3.73M	Buy	65,024 +1,574	+2%	+$88.2K	0.7%	34
2018 Q4	$3.29M	Buy	63,450 +22,364	+54%	+$1.25M	0.69%	36
2018 Q3	$2.56M	Buy	41,086 +51	+0.1%	+$3.19K	0.46%	49
2018 Q2	$2.58M	Sell	41,035 -915	-2%	-$59.9K	0.55%	39
2018 Q1	$2.73M	Sell	41,950 -29,887	-42%	-$1.97M	0.58%	34
2017 Q4	$4.63M	Sell	71,837 -32,623	-31%	-$2.05M	0.97%	19
2017 Q3	$6.48M	Buy	104,460 +4,255	+4%	+$254K	1.45%	13
2017 Q2	$5.8M	Buy	100,205 +5,811	+6%	+$331K	1.37%	13
2017 Q1	$5.11M	Buy	94,394 +13,884	+17%	+$730K	1.26%	13
2016 Q4	$4.01M	Buy	80,510 +12,027	+18%	+$607K	1.08%	15
2016 Q3	$3.59M	Buy	68,483 +4,671	+7%	+$237K	0.99%	16
2016 Q2	$3.08M	Buy	63,812 +5,177	+9%	+$260K	0.88%	16
2016 Q1	$2.92M	Sell	58,635 -12,696	-18%	-$597K	0.89%	17
2015 Q4	$3.56M	Buy	71,331 +6,783	+11%	+$339K	1.11%	14
2015 Q3	$3.08M	Buy	64,548 +26,838	+71%	+$1.34M	1.1%	15
2015 Q2	$1.92M	Buy	37,710 +7,089	+23%	+$370K	0.65%	25
2015 Q1	$1.51M	Buy	30,621 +23,874	+354%	+$1.15M	0.54%	32
2014 Q4	$315K	Buy	+6,747	New	+$318K	0.12%	147

Other funds holding SCZ

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

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

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

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

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

Savant Capital's SCZ Position: Q1 2026 in Review

Savant Capital increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 12% in Q1 2026, buying an estimated $1.92M and bringing the position to 212,798 shares worth $16.7M. The position accounts for 0.08% of the portfolio, ranked #142.

Savant Capital first reported a position in SCZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $18.6M in Q3 2025. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Savant Capital held 212,798 shares of iShares MSCI EAFE Small-Cap ETF worth $16.7M as of Q1 2026.
Savant Capital bought 23,607 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $1.92M.
iShares MSCI EAFE Small-Cap ETF made up 0.08% of Savant Capital's portfolio in Q1 2026, its #142 holding.
Savant Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and has held it in 46 quarters since.
Savant Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $18.6M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.