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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
Q2 		$1.25M Sell
15,209
-702
-4% -$58.8K 0.4% 50
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 $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

TAGStone Capital's SCZ Position: Q2 2026 in Review

TAGStone Capital reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.4% in Q2 2026, selling an estimated $58.8K and leaving 15,209 shares worth $1.25M. The position accounts for 0.4% of the portfolio, ranked #50.

TAGStone Capital first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q4 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • TAGStone Capital held 15,209 shares of iShares MSCI EAFE Small-Cap ETF worth $1.25M as of Q2 2026.
  • TAGStone Capital sold 702 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $58.8K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.4% of TAGStone Capital's portfolio in Q2 2026, its #50 holding.
  • TAGStone Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • TAGStone Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $1.34M in Q4 2021.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.