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Tortoise Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Tortoise Investment Management’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 		$1.24M Sell
15,081
-471
-3% -$39.4K 0.09% 124
2026
Q1 		$1.22M Sell
15,552
-550
-3% -$44.7K 0.1% 117
2025
Q4 		$1.25M Sell
16,102
-500
-3% -$38.3K 0.11% 115
2025
Q3 		$1.27M Hold
16,602
– – 0.11% 111
2025
Q2 		$1.21M Sell
16,602
-550
-3% -$37.2K 0.12% 110
2025
Q1 		$1.09M Sell
17,152
-366
-2% -$23.1K 0.11% 110
2024
Q4 		$1.06M Hold
17,518
– – 0.11% 114
2024
Q3 		$1.19M Sell
17,518
-466
-3% -$30K 0.12% 107
2024
Q2 		$1.11M Sell
17,984
-370
-2% -$23.2K 0.13% 106
2024
Q1 		$1.16M Sell
18,354
-805
-4% -$49.2K 0.14% 102
2023
Q4 		$1.19M Buy
19,159
+25
+0.1% +$1.43K 0.16% 95
2023
Q3 		$1.08M Buy
19,134
+340
+2% +$20.1K 0.16% 97
2023
Q2 		$1.11M Hold
18,794
– – 0.16% 99
2023
Q1 		$1.12M Sell
18,794
-650
-3% -$38.6K 0.18% 93
2022
Q4 		$1.1M Buy
19,444
+655
+3% +$35.2K 0.19% 93
2022
Q3 		$917K Sell
18,789
-74
-0.4% -$4.06K 0.18% 94
2022
Q2 		$1.03M Sell
18,863
-150
-0.8% -$9.08K 0.2% 91
2022
Q1 		$1.26M Sell
19,013
-650
-3% -$44.1K 0.23% 80
2021
Q4 		$1.44M Sell
19,663
-65
-0.3% -$4.83K 0.27% 65
2021
Q3 		$1.47M Sell
19,728
-89
-0.4% -$6.77K 0.3% 58
2021
Q2 		$1.47M Sell
19,817
-235
-1% -$17.6K 0.3% 60
2021
Q1 		$1.44M Hold
20,052
– – 0.32% 56
2020
Q4 		$1.37M Sell
20,052
-2,410
-11% -$152K 0.31% 60
2020
Q3 		$1.32M Sell
22,462
-1,418
-6% -$81.3K 0.32% 60
2020
Q2 		$1.28M Sell
23,880
-14,790
-38% -$745K 0.33% 59
2020
Q1 		$1.73M Sell
38,670
-15,205
-28% -$845K 0.5% 46
2019
Q4 		$3.35M Sell
53,875
-5,498
-9% -$330K 0.79% 34
2019
Q3 		$3.4M Sell
59,373
-6,431
-10% -$363K 0.88% 30
2019
Q2 		$3.78M Sell
65,804
-13,773
-17% -$795K 0.95% 27
2019
Q1 		$4.57M Sell
79,577
-4,409
-5% -$247K 1.2% 23
2018
Q4 		$4.35M Sell
83,986
-537
-0.6% -$30.1K 1.18% 21
2018
Q3 		$5.26M Sell
84,523
-5,312
-6% -$332K 1.38% 17
2018
Q2 		$5.64M Sell
89,835
-551
-0.6% -$36.1K 1.55% 15
2018
Q1 		$5.89M Buy
90,386
+6,948
+8% +$458K 1.63% 15
2017
Q4 		$5.38M Buy
83,438
+706
+0.9% +$44.4K 1.54% 16
2017
Q3 		$5.13M Buy
82,732
+1,696
+2% +$101K 1.56% 17
2017
Q2 		$4.69M Buy
81,036
+3,746
+5% +$213K 1.51% 17
2017
Q1 		$4.18M Buy
77,290
+2,638
+4% +$139K 1.37% 19
2016
Q4 		$3.72M Buy
74,652
+3,999
+6% +$202K 1.28% 20
2016
Q3 		$3.7M Buy
70,653
+1,940
+3% +$98.3K 1.26% 22
2016
Q2 		$3.32M Sell
68,713
-751
-1% -$37.7K 1.16% 22
2016
Q1 		$3.46M Sell
69,464
-8,427
-11% -$396K 1.24% 19
2015
Q4 		$3.89M Buy
77,891
+168
+0.2% +$8.4K 1.39% 18
2015
Q3 		$3.71M Buy
77,723
+5,097
+7% +$254K 1.41% 18
2015
Q2 		$3.71M Buy
72,626
+537
+0.7% +$28K 1.39% 19
2015
Q1 		$3.57M Sell
72,089
-4,212
-6% -$204K 1.36% 20
2014
Q4 		$3.56M Sell
76,301
-15,080
-17% -$712K 1.43% 18
2014
Q3 		$4.43M Buy
91,381
+241
+0.3% +$12.3K 1.86% 13
2014
Q2 		$4.82M Buy
91,140
+8,633
+10% +$451K 2.01% 12
2014
Q1 		$4.31M Buy
82,507
+21,640
+36% +$1.11M 1.99% 14
2013
Q4 		$3.1M Buy
60,867
+4,568
+8% +$226K 1.7% 21
2013
Q3 		$2.73M Sell
56,299
-2,700
-5% -$124K 1.65% 22
2013
Q2 		$2.47M Buy
+58,999
New +$2.61M 1.63% 23

Other funds holding SCZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Tortoise Investment Management's SCZ Position: Q2 2026 in Review

Tortoise Investment Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3% in Q2 2026, selling an estimated $39.4K and leaving 15,081 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #124.

Tortoise Investment Management first reported a position in SCZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.89M in Q1 2018. 504 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Tortoise Investment Management held 15,081 shares of iShares MSCI EAFE Small-Cap ETF worth $1.24M as of Q2 2026.
  • Tortoise Investment Management sold 471 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $39.4K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.09% of Tortoise Investment Management's portfolio in Q2 2026, its #124 holding.
  • Tortoise Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Tortoise Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $5.89M in Q1 2018.
  • 504 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.