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SVB Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

SVB Wealth’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 		$4.72M Sell
57,388
-2,979
-5% -$249K 0.3% 68
2026
Q1 		$4.73M Sell
60,367
-154
-0.3% -$12.5K 0.31% 69
2025
Q4 		$4.69M Sell
60,521
-2,957
-5% -$227K 0.28% 75
2025
Q3 		$4.87M Sell
63,478
-421
-0.7% -$31.5K 0.26% 77
2025
Q2 		$4.64M Buy
+63,899
New +$4.32M 0.25% 82
2025
Q1 		– Sell
-82,387
Closed -$5M – 1749
2024
Q4 		$5M Buy
82,387
+55,404
+205% +$3.52M 0.09% 141
2024
Q3 		$1.83M Sell
26,983
-48,918
-64% -$3.15M 1.55% 10
2024
Q2 		$4.68M Sell
75,901
-18,279
-19% -$1.15M 0.12% 160
2024
Q1 		$5.96M Buy
94,180
+7,345
+8% +$449K 0.13% 153
2023
Q4 		$5.38M Buy
86,835
+21,747
+33% +$1.24M 0.13% 158
2023
Q3 		$3.68M Sell
65,088
-11,623
-15% -$686K 0.08% 167
2023
Q2 		$4.52M Sell
76,711
-25,382
-25% -$1.52M 0.08% 162
2023
Q1 		$6.08M Sell
102,093
-17,393
-15% -$1.03M 0.08% 161
2022
Q4 		$6.75M Sell
119,486
-1,303
-1% -$69.9K 0.09% 154
2022
Q3 		$5.89M Buy
120,789
+63,309
+110% +$3.47M 0.09% 154
2022
Q2 		$3.14M Buy
57,480
+7,996
+16% +$484K 0.05% 182
2022
Q1 		$3.28M Sell
49,484
-5,776
-10% -$392K 0.04% 173
2021
Q4 		$4.04M Sell
55,260
-97,032
-64% -$7.2M 0.07% 162
2021
Q3 		$11.3M Sell
152,292
-29,419
-16% -$2.24M 0.15% 111
2021
Q2 		$13.5M Buy
181,711
+20,520
+13% +$1.54M 0.17% 106
2021
Q1 		$11.6M Buy
161,191
+10,565
+7% +$750K 0.16% 106
2020
Q4 		$10.3M Buy
150,626
+12,194
+9% +$770K 0.15% 107
2020
Q3 		$8.17M Buy
138,432
+85,697
+163% +$4.91M 0.13% 109
2020
Q2 		$2.83M Buy
52,735
+12,605
+31% +$635K 0.05% 175
2020
Q1 		$1.8M Sell
40,130
-148,574
-79% -$8.26M 0.04% 183
2019
Q4 		$11.8M Buy
188,704
+778
+0.4% +$46.7K 0.21% 83
2019
Q3 		$10.8M Buy
187,926
+15
+0% +$848 0.21% 82
2019
Q2 		$10.8M Buy
+187,911
New +$10.8M 0.36% 75

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

SVB Wealth's SCZ Position: Q2 2026 in Review

SVB Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.9% in Q2 2026, selling an estimated $249K and leaving 57,388 shares worth $4.72M. The position accounts for 0.3% of the portfolio, ranked #68.

SVB Wealth first reported a position in SCZ in Q2 2019 and has held it in 28 quarters since. The position peaked at $13.5M in Q2 2021. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • SVB Wealth held 57,388 shares of iShares MSCI EAFE Small-Cap ETF worth $4.72M as of Q2 2026.
  • SVB Wealth sold 2,979 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $249K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.3% of SVB Wealth's portfolio in Q2 2026, its #68 holding.
  • SVB Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • SVB Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $13.5M in Q2 2021.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.