Tucker Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Tucker Asset 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 Q3	–	Sell	-345	Closed	-$28.4K	–	358
2026 Q2	$28.4K	Hold	345	–	–	0.01%	289
2026 Q1	$27.1K	Buy	345 +5	+1%	+$407	0.01%	254
2025 Q4	$26.4K	Buy	340 +7	+2%	+$537	0.01%	414
2025 Q3	$25.5K	Hold	333	–	–	0.01%	223
2025 Q2	$24.2K	Hold	333	–	–	0.01%	195
2025 Q1	$21.2K	Hold	333	–	–	0.01%	201
2024 Q4	$20.2K	Hold	333	–	–	﹤0.01%	563
2024 Q3	$22.5K	Hold	333	–	–	0.01%	495
2024 Q2	$20.5K	Hold	333	–	–	﹤0.01%	624
2024 Q1	$21.1K	Buy	+333	New	+$20.4K	﹤0.01%	650
2023 Q2	–	Sell	-49	Closed	-$2.92K	–	1272
2023 Q1	$2.92K	Buy	+49	New	+$2.91K	﹤0.01%	825
2022 Q4	–	Sell	-7	Closed	-$357	–	906
2022 Q3	$357	Buy	+7	New	+$384	﹤0.01%	763
2022 Q1	–	Sell	-150	Closed	-$11K	–	607
2021 Q4	$11K	Hold	150	–	–	﹤0.01%	201
2021 Q3	$11.4K	Buy	+150	New	+$11.4K	﹤0.01%	174

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tucker Asset Management's SCZ Position: Q3 2026 in Review

Tucker Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2026, closing a stake of 345 shares — an estimated $28.4K sold.

Tucker Asset Management first reported a position in SCZ in Q3 2021 and held it in 14 quarters. The position peaked at $28.4K in Q2 2026. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Tucker Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Tucker Asset Management sold 345 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $28.4K.
Tucker Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and held it in 14 quarters.
Tucker Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $28.4K in Q2 2026.
698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Tucker Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.