Stevens Capital Partners
SCZ icon

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

Stevens Capital Partners’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
Q3 		$311K Sell
3,678
-18
-0.5% -$1.53K 0.05% 140
2026
Q2 		$304K Sell
3,696
-1,879
-34% -$157K 0.06% 121
2026
Q1 		$437K Buy
+5,575
New +$453K 0.11% 89

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Creative Planning
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State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Stevens Capital Partners's SCZ Position: Q3 2026 in Review

Stevens Capital Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.49% in Q3 2026, selling an estimated $1.53K and leaving 3,678 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #140.

Stevens Capital Partners first reported a position in SCZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $437K in Q1 2026. 491 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Stevens Capital Partners held 3,678 shares of iShares MSCI EAFE Small-Cap ETF worth $311K as of Q3 2026.
  • Stevens Capital Partners sold 18 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $1.53K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.05% of Stevens Capital Partners's portfolio in Q3 2026, its #140 holding.
  • Stevens Capital Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Stevens Capital Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $437K in Q1 2026.
  • 491 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.