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

SCS Capital Management’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	$1.52M	Sell	18,428 -52	-0.3%	-$4.36K	0.01%	240
2026 Q1	$1.45M	Sell	18,480 -1,006	-5%	-$81.8K	0.02%	236
2025 Q4	$1.51M	Sell	19,486 -463	-2%	-$35.5K	0.02%	239
2025 Q3	$1.53M	Hold	19,949	–	–	0.02%	239
2025 Q2	$1.45M	Sell	19,949 -529	-3%	-$35.8K	0.02%	251
2025 Q1	$1.3M	Buy	+20,478	New	+$1.29M	0.02%	237

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

SCS Capital Management's SCZ Position: Q2 2026 in Review

SCS Capital Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.28% in Q2 2026, selling an estimated $4.36K and leaving 18,428 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #240.

SCS Capital Management first reported a position in SCZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.53M in Q3 2025. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

SCS Capital Management held 18,428 shares of iShares MSCI EAFE Small-Cap ETF worth $1.52M as of Q2 2026.
SCS Capital Management sold 52 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $4.36K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #240 holding.
SCS Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.53M in Q3 2025.
770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.