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Thompson Siegel & Walmsley’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Thompson Siegel & Walmsley’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 		$512K Buy
6,219
+107
+2% +$8.96K 0.01% 360
2026
Q1 		$479K Buy
6,112
+566
+10% +$46K 0.01% 362
2025
Q4 		$430K Hold
5,546
– – 0.01% 355
2025
Q3 		$425K Buy
5,546
+127
+2% +$9.5K 0.01% 359
2025
Q2 		$394K Sell
5,419
-6,049
-53% -$409K 0.01% 354
2025
Q1 		$729K Buy
11,468
+12
+0.1% +$758 0.01% 308
2024
Q4 		$696K Buy
11,456
+6,147
+116% +$391K 0.01% 303
2024
Q3 		$359K Hold
5,309
– – 0.01% 342
2024
Q2 		$327K Buy
5,309
+41
+0.8% +$2.57K 0.01% 327
2024
Q1 		$334K Buy
5,268
+132
+3% +$8.07K 0.01% 325
2023
Q4 		$318K Sell
5,136
-4,457
-46% -$255K 0.01% 317
2023
Q3 		$542K Buy
9,593
+2,701
+39% +$159K 0.01% 294
2023
Q2 		$406K Buy
6,892
+866
+14% +$51.8K 0.01% 315
2023
Q1 		$359K Buy
6,026
+801
+15% +$47.6K 0.01% 313
2022
Q4 		$295K Buy
5,225
+2,380
+84% +$128K ﹤0.01% 319
2022
Q3 		$139K Buy
2,845
+773
+37% +$42.4K ﹤0.01% 367
2022
Q2 		$113K Hold
2,072
– – ﹤0.01% 379
2022
Q1 		$137K Buy
2,072
+734
+55% +$49.8K ﹤0.01% 402
2021
Q4 		$98K Buy
+1,338
New +$99.3K ﹤0.01% 428
2017
Q1 		– Sell
-4,765
Closed -$237K – 935
2016
Q4 		$237K Buy
+4,765
New +$240K ﹤0.01% 398

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

Thompson Siegel & Walmsley's SCZ Position: Q2 2026 in Review

Thompson Siegel & Walmsley increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.8% in Q2 2026, buying an estimated $8.96K and bringing the position to 6,219 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #360.

Thompson Siegel & Walmsley first reported a position in SCZ in Q4 2016 and has held it in 20 quarters since. The position peaked at $729K in Q1 2025. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Thompson Siegel & Walmsley held 6,219 shares of iShares MSCI EAFE Small-Cap ETF worth $512K as of Q2 2026.
  • Thompson Siegel & Walmsley bought 107 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $8.96K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #360 holding.
  • Thompson Siegel & Walmsley first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and has held it in 20 quarters since.
  • Thompson Siegel & Walmsley's iShares MSCI EAFE Small-Cap ETF position peaked at $729K in Q1 2025.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.