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

Sierra 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	$449K	Hold	5,723	–	–	0.05%	173
2025 Q4	$444K	Hold	5,723	–	–	0.05%	162
2025 Q3	$439K	Hold	5,723	–	–	0.05%	174
2025 Q2	$416K	Hold	5,723	–	–	0.05%	172
2025 Q1	$364K	Hold	5,723	–	–	0.04%	165
2024 Q4	$348K	Sell	5,723 -75	-1%	-$4.77K	0.04%	167
2024 Q3	$393K	Buy	+5,798	New	+$373K	0.05%	168

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

Sierra Capital's SCZ Position: Q1 2026 in Review

Sierra Capital held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 5,723 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #173.

Sierra Capital first reported a position in SCZ in Q3 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Sierra Capital held 5,723 shares of iShares MSCI EAFE Small-Cap ETF worth $449K as of Q1 2026.
Sierra Capital left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.05% of Sierra Capital's portfolio in Q1 2026, its #173 holding.
Sierra Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.