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

TAGStone Capital’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
Q1 		$1.25M Sell
15,911
-321
-2% -$26.1K 0.44% 44
2025
Q4 		$1.26M Buy
16,232
+399
+3% +$30.6K 0.47% 44
2025
Q3 		$1.21M Sell
15,833
-1,141
-7% -$85.4K 0.48% 44
2025
Q2 		$1.27M Buy
16,974
+231
+1% +$15.6K 0.52% 40
2025
Q1 		$1.06M Sell
16,743
-2,023
-11% -$128K 0.52% 42
2024
Q4 		$1.14M Buy
18,766
+42
+0.2% +$2.67K 0.56% 37
2024
Q3 		$1.27M Sell
18,724
-344
-2% -$22.1K 0.65% 34
2024
Q2 		$1.18M Sell
19,068
-522
-3% -$32.7K 0.67% 34
2024
Q1 		$1.24M Buy
19,590
+704
+4% +$43.1K 0.73% 31
2023
Q4 		$1.17M Sell
18,886
-352
-2% -$20.1K 0.76% 30
2023
Q3 		$1.09M Buy
19,238
+507
+3% +$29.9K 0.8% 31
2023
Q2 		$1.1M Sell
18,731
-77
-0.4% -$4.61K 0.8% 30
2023
Q1 		$1.12M Buy
18,808
+573
+3% +$34K 0.84% 31
2022
Q4 		$1.03M Buy
18,235
+205
+1% +$11K 0.85% 32
2022
Q3 		$880K Sell
18,030
-788
-4% -$43.2K 0.82% 34
2022
Q2 		$1.03M Buy
18,818
+455
+2% +$27.5K 0.98% 30
2022
Q1 		$1.22M Buy
18,363
+3
+0% +$204 1.03% 27
2021
Q4 		$1.34M Buy
+18,360
New +$1.36M 1.12% 28

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAGStone Capital's SCZ Position: Q1 2026 in Review

TAGStone Capital reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2% in Q1 2026, selling an estimated $26.1K and leaving 15,911 shares worth $1.25M. The position accounts for 0.44% of the portfolio, ranked #44.

TAGStone Capital first reported a position in SCZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.34M in Q4 2021. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • TAGStone Capital held 15,911 shares of iShares MSCI EAFE Small-Cap ETF worth $1.25M as of Q1 2026.
  • TAGStone Capital sold 321 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $26.1K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.44% of TAGStone Capital's portfolio in Q1 2026, its #44 holding.
  • TAGStone Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • TAGStone Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $1.34M in Q4 2021.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.