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

Truvestments 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
2025
Q1 		– Sell
-39
Closed -$2.37K – 1142
2024
Q4 		$2.37K Buy
+39
New +$2.48K ﹤0.01% 814
2024
Q2 		– Sell
-25
Closed -$1.58K – 601
2024
Q1 		$1.58K Buy
+25
New +$1.53K ﹤0.01% 631
2018
Q3 		$25K Buy
+396
New +$24.7K 0.01% 479

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Truvestments Capital's SCZ Position: Q1 2025 in Review

Truvestments Capital sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 39 shares — an estimated $2.37K sold.

Truvestments Capital first reported a position in SCZ in Q3 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Truvestments Capital reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Truvestments Capital sold 39 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $2.37K.
  • Truvestments Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and held it in 3 quarters.
  • Truvestments Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $25K in Q3 2018.
  • 687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.