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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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tucker Asset Management's SCZ Position: Q4 2025 in Review

Tucker Asset Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.1% in Q4 2025, buying an estimated $537 and bringing the position to 340 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #414.

Tucker Asset Management first reported a position in SCZ in Q3 2021 and has held it in 12 quarters since. 752 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • Tucker Asset Management held 340 shares of iShares MSCI EAFE Small-Cap ETF worth $26.4K as of Q4 2025.
  • Tucker Asset Management bought 7 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $537.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #414 holding.
  • Tucker Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and has held it in 12 quarters since.
  • 752 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.