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Simon Quick Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Simon Quick 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 		$2.33M Sell
28,303
-46
-0.2% -$3.85K 0.09% 136
2026
Q1 		$2.22M Buy
28,349
+672
+2% +$54.6K 0.1% 131
2025
Q4 		$2.15M Sell
27,677
-3,544
-11% -$272K 0.09% 129
2025
Q3 		$2.4M Buy
31,221
+10,241
+49% +$766K 0.11% 120
2025
Q2 		$1.52M Sell
20,980
-635
-3% -$43K 0.08% 151
2025
Q1 		$1.37M Sell
21,615
-1,120
-5% -$70.7K 0.08% 115
2024
Q4 		$1.38M Sell
22,735
-3,475
-13% -$221K 0.08% 107
2024
Q3 		$1.77M Sell
26,210
-4,904
-16% -$316K 0.11% 86
2024
Q2 		$1.92M Sell
31,114
-1,851
-6% -$116K 0.14% 79
2024
Q1 		$2.09M Sell
32,965
-9,070
-22% -$555K 0.16% 74
2023
Q4 		$2.6M Sell
42,035
-27
-0.1% -$1.54K 0.23% 65
2023
Q3 		$2.38M Sell
42,062
-1,300
-3% -$76.7K 0.22% 66
2023
Q2 		$2.56M Sell
43,362
-7,003
-14% -$419K 0.24% 62
2023
Q1 		$3M Buy
50,365
+472
+0.9% +$28K 0.32% 52
2022
Q4 		$2.82M Sell
49,893
-690
-1% -$37K 0.33% 49
2022
Q3 		$2.47M Buy
50,583
+883
+2% +$48.4K 0.35% 45
2022
Q2 		$2.86M Buy
+49,700
New +$3.01M 0.37% 45
2020
Q3 		– Sell
-827
Closed -$44K – 498
2020
Q2 		$44K Buy
+827
New +$41.7K 0.02% 207
2017
Q4 		– Sell
-36
Closed -$2K – 568
2017
Q3 		$2K Hold
36
– – ﹤0.01% 488
2017
Q2 		$2K Hold
36
– – ﹤0.01% 277
2017
Q1 		$2K Buy
+36
New +$1.89K ﹤0.01% 312

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Simon Quick Advisors's SCZ Position: Q2 2026 in Review

Simon Quick Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.16% in Q2 2026, selling an estimated $3.85K and leaving 28,303 shares worth $2.33M. The position accounts for 0.09% of the portfolio, ranked #136.

Simon Quick Advisors first reported a position in SCZ in Q1 2017 and has held it in 21 quarters since. The position peaked at $3M in Q1 2023. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Simon Quick Advisors held 28,303 shares of iShares MSCI EAFE Small-Cap ETF worth $2.33M as of Q2 2026.
  • Simon Quick Advisors sold 46 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $3.85K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.09% of Simon Quick Advisors's portfolio in Q2 2026, its #136 holding.
  • Simon Quick Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and has held it in 21 quarters since.
  • Simon Quick Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $3M in Q1 2023.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.