UBS AM
SCZ icon

UBS AM’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

UBS AM’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 		$952K Sell
11,566
-542
-4% -$45.4K ﹤0.01% 2358
2026
Q1 		$949K Buy
12,108
+11,065
+1,061% +$900K ﹤0.01% 2358
2025
Q4 		$80.9K Buy
+1,043
New +$80K ﹤0.01% 2555
2019
Q4 		– Sell
-1,849
Closed -$106K – 2779
2019
Q3 		$106K Hold
1,849
– – ﹤0.01% 2657
2019
Q2 		$106K Hold
1,849
– – ﹤0.01% 2638
2019
Q1 		$106K Buy
1,849
+1,681
+1,001% +$94.2K ﹤0.01% 2562
2018
Q4 		$8.71K Sell
168
-147
-47% -$8.23K ﹤0.01% 2675
2018
Q3 		$19.6K Hold
315
– – ﹤0.01% 2633
2018
Q2 		$19.8K Hold
315
– – ﹤0.01% 2652
2018
Q1 		$20.5K Buy
315
+232
+280% +$15.3K ﹤0.01% 2541
2017
Q4 		$5.35K Hold
83
– – ﹤0.01% 2525
2017
Q3 		$5.15K Hold
83
– – ﹤0.01% 2477
2017
Q2 		$4.8K Buy
+83
New +$4.73K ﹤0.01% 2465
2016
Q1 		– Sell
-74,300
Closed -$3.71M – 2658
2015
Q4 		$3.71M Buy
74,300
+15,000
+25% +$750K ﹤0.01% 1176
2015
Q3 		$2.83M Hold
59,300
– – ﹤0.01% 1269
2015
Q2 		$3.02M Sell
59,300
-31,000
-34% -$1.62M ﹤0.01% 1230
2015
Q1 		$4.47M Buy
90,300
+46,000
+104% +$2.22M ﹤0.01% 1076
2014
Q4 		$2.07M Sell
44,300
-37,513
-46% -$1.77M ﹤0.01% 1312
2014
Q3 		$3.97M Sell
81,813
-30,000
-27% -$1.53M ﹤0.01% 1081
2014
Q2 		$5.92M Buy
111,813
+1,700
+2% +$88.8K 0.01% 992
2014
Q1 		$5.75M Buy
110,113
+95,000
+629% +$4.87M 0.01% 1005
2013
Q4 		$770K Buy
15,113
+4,000
+36% +$198K ﹤0.01% 1614
2013
Q3 		$539K Sell
11,113
-10,000
-47% -$459K ﹤0.01% 1747
2013
Q2 		$885K Buy
+21,113
New +$934K ﹤0.01% 1500

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

UBS AM's SCZ Position: Q2 2026 in Review

UBS AM reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.5% in Q2 2026, selling an estimated $45.4K and leaving 11,566 shares worth $952K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

UBS AM first reported a position in SCZ in Q2 2013 and has held it in 24 quarters since. The position peaked at $5.92M in Q2 2014. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • UBS AM held 11,566 shares of iShares MSCI EAFE Small-Cap ETF worth $952K as of Q2 2026.
  • UBS AM sold 542 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $45.4K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2358 holding.
  • UBS AM first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 24 quarters since.
  • UBS AM's iShares MSCI EAFE Small-Cap ETF position peaked at $5.92M in Q2 2014.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.