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Univest Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Univest Financial’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
Q2 		– Sell
-6,770
Closed -$430K – 283
2025
Q1 		$430K Sell
6,770
-30,312
-82% -$1.91M 0.03% 210
2024
Q4 		$2.25M Buy
37,082
+24,808
+202% +$1.58M 0.14% 112
2024
Q3 		$831K Buy
+12,274
New +$790K 0.05% 163

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Univest Financial's SCZ Position: Q2 2025 in Review

Univest Financial sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 6,770 shares — an estimated $430K sold.

Univest Financial first reported a position in SCZ in Q3 2024 and held it in 3 quarters. The position peaked at $2.25M in Q4 2024. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • Univest Financial reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Univest Financial sold 6,770 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $430K.
  • Univest Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and held it in 3 quarters.
  • Univest Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $2.25M in Q4 2024.
  • 714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Univest Financial's 13F filing for Q2 2025, filed 4 Aug 2025.