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

Sterling 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 		$5.87M Sell
71,309
-12,819
-15% -$1.07M 0.1% 182
2026
Q1 		$6.6M Sell
84,128
-8,621
-9% -$701K 0.13% 150
2025
Q4 		$7.19M Sell
92,749
-26,814
-22% -$2.06M 0.12% 145
2025
Q3 		$9.17M Sell
119,563
-7,969
-6% -$596K 0.13% 102
2025
Q2 		$9.27M Sell
127,532
-12,910
-9% -$874K 0.13% 105
2025
Q1 		$8.92M Buy
140,442
+48,608
+53% +$3.07M 0.14% 92
2024
Q4 		$5.58M Sell
91,834
-10,527
-10% -$670K 0.08% 192
2024
Q3 		$6.93M Buy
+102,361
New +$6.59M 0.09% 151
2019
Q3 		$8.33M Buy
145,574
+2,380
+2% +$134K 0.08% 194
2019
Q2 		$8.22M Buy
143,194
+12,448
+10% +$719K 0.08% 203
2019
Q1 		$7.51M Buy
130,746
+87,127
+200% +$4.88M 0.07% 198
2018
Q4 		$2.26M Buy
43,619
+4,311
+11% +$241K 0.02% 356
2018
Q3 		$2.45M Buy
39,308
+260
+0.7% +$16.2K 0.02% 380
2018
Q2 		$2.45M Buy
39,048
+11
+0% +$720 0.02% 363
2018
Q1 		$2.54M Buy
39,037
+274
+0.7% +$18.1K 0.02% 355
2017
Q4 		$2.5M Buy
38,763
+565
+1% +$35.6K 0.02% 368
2017
Q3 		$2.37M Buy
38,198
+1,059
+3% +$63.3K 0.02% 372
2017
Q2 		$2.15M Sell
37,139
-10,896
-23% -$621K 0.02% 377
2017
Q1 		$2.6M Sell
48,035
-13,244
-22% -$696K 0.02% 325
2016
Q4 		$3.05M Buy
61,279
+55,949
+1,050% +$2.82M 0.03% 302
2016
Q3 		$279K Hold
5,330
– – ﹤0.01% 817
2016
Q2 		$257K Sell
5,330
-625
-10% -$31.4K ﹤0.01% 845
2016
Q1 		$297K Sell
5,955
-255
-4% -$12K ﹤0.01% 822
2015
Q4 		$310K Buy
6,210
+360
+6% +$18K ﹤0.01% 863
2015
Q3 		$279K Hold
5,850
– – ﹤0.01% 874
2015
Q2 		$298K Buy
+5,850
New +$305K ﹤0.01% 799

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

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

Sterling Capital Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 15% in Q2 2026, selling an estimated $1.07M and leaving 71,309 shares worth $5.87M. The position accounts for 0.1% of the portfolio, ranked #182.

Sterling Capital Management first reported a position in SCZ in Q2 2015 and has held it in 26 quarters since. The position peaked at $9.27M in Q2 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Sterling Capital Management held 71,309 shares of iShares MSCI EAFE Small-Cap ETF worth $5.87M as of Q2 2026.
  • Sterling Capital Management sold 12,819 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.07M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.1% of Sterling Capital Management's portfolio in Q2 2026, its #182 holding.
  • Sterling Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and has held it in 26 quarters since.
  • Sterling Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $9.27M in Q2 2025.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.