Stonebridge Financial Group (Pennsylvania)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,110
Closed -$70.5K 813
2025
Q1
$70.5K Hold
1,110
0.01% 340
2024
Q4
$67.4K Buy
+1,110
New +$70.6K 0.01% 342

Other funds holding SCZ

Stonebridge Financial Group (Pennsylvania)'s SCZ Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 1,110 shares — an estimated $70.5K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SCZ in Q4 2024 and held it in 2 quarters. The position peaked at $70.5K in Q1 2025. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,110 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $70.5K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares MSCI EAFE Small-Cap ETF position peaked at $70.5K in Q1 2025.
  • 714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.