Wellington Management Group
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Wellington Management Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wellington Management Group’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
Q1 		$116M Buy
1,478,776
+285,941
+24% +$23.2M 0.02% 511
2025
Q4 		$92.5M Buy
1,192,835
+875,704
+276% +$67.1M 0.02% 564
2025
Q3 		$24.3M Sell
317,131
-217,610
-41% -$16.3M ﹤0.01% 947
2025
Q2 		$38.9M Buy
534,741
+54,119
+11% +$3.66M 0.01% 755
2025
Q1 		$30.5M Sell
480,622
-106,307
-18% -$6.72M 0.01% 822
2024
Q4 		$35.7M Sell
586,929
-100,059
-15% -$6.36M 0.01% 807
2024
Q3 		$46.5M Buy
686,988
+363,541
+112% +$23.4M 0.01% 720
2024
Q2 		$19.9M Buy
323,447
+47,019
+17% +$2.95M ﹤0.01% 958
2024
Q1 		$17.5M Sell
276,428
-72,372
-21% -$4.43M ﹤0.01% 975
2023
Q4 		$21.6M Sell
348,800
-212,590
-38% -$12.1M ﹤0.01% 919
2023
Q3 		$31.7M Sell
561,390
-563,509
-50% -$33.2M 0.01% 832
2023
Q2 		$66.3M Buy
1,124,899
+286,244
+34% +$17.1M 0.01% 646
2023
Q1 		$49.9M Buy
838,655
+162,940
+24% +$9.67M 0.01% 693
2022
Q4 		$38.2M Sell
675,715
-249,422
-27% -$13.4M 0.01% 748
2022
Q3 		$45.1M Buy
925,137
+332,449
+56% +$18.2M 0.01% 705
2022
Q2 		$32.4M Buy
592,688
+19,764
+3% +$1.2M 0.01% 804
2022
Q1 		$38M Sell
572,924
-86,625
-13% -$5.88M 0.01% 842
2021
Q4 		$48.2M Buy
659,549
+359,526
+120% +$26.7M 0.01% 838
2021
Q3 		$22.3M Sell
300,023
-200,690
-40% -$15.3M ﹤0.01% 1058
2021
Q2 		$37.1M Buy
500,713
+285,232
+132% +$21.4M 0.01% 921
2021
Q1 		$15.5M Sell
215,481
-16,347
-7% -$1.16M ﹤0.01% 1132
2020
Q4 		$15.8M Sell
231,828
-118,180
-34% -$7.46M ﹤0.01% 1084
2020
Q3 		$20.6M Buy
350,008
+222,342
+174% +$12.7M ﹤0.01% 949
2020
Q2 		$6.84M Sell
127,666
-40,188
-24% -$2.03M ﹤0.01% 1149
2020
Q1 		$7.53M Buy
167,854
+80,971
+93% +$4.5M ﹤0.01% 1105
2019
Q4 		$5.41M Sell
86,883
-7,378
-8% -$443K ﹤0.01% 1318
2019
Q3 		$5.39M Sell
94,261
-316,123
-77% -$17.9M ﹤0.01% 1331
2019
Q2 		$23.6M Buy
410,384
+8,197
+2% +$473K 0.01% 971
2019
Q1 		$23.1M Buy
402,187
+147,465
+58% +$8.26M 0.01% 974
2018
Q4 		$13.2M Sell
254,722
-116,160
-31% -$6.5M ﹤0.01% 1113
2018
Q3 		$23.1M Buy
370,882
+136,806
+58% +$8.54M ﹤0.01% 1037
2018
Q2 		$14.7M Buy
234,076
+121,365
+108% +$7.94M ﹤0.01% 1176
2018
Q1 		$7.35M Buy
112,711
+46,745
+71% +$3.08M ﹤0.01% 1361
2017
Q4 		$4.25M Buy
65,966
+45,669
+225% +$2.87M ﹤0.01% 1524
2017
Q3 		$1.26M Sell
20,297
-117,523
-85% -$7.03M ﹤0.01% 1830
2017
Q2 		$7.97M Sell
137,820
-149,274
-52% -$8.51M ﹤0.01% 1286
2017
Q1 		$15.5M Buy
287,094
+272,166
+1,823% +$14.3M ﹤0.01% 1110
2016
Q4 		$744K Buy
14,928
+5,570
+60% +$281K ﹤0.01% 1932
2016
Q3 		$490K Sell
9,358
-1,258
-12% -$63.8K ﹤0.01% 1983
2016
Q2 		$512K Buy
10,616
+4,364
+70% +$219K ﹤0.01% 1908
2016
Q1 		$311K Sell
6,252
-177,691
-97% -$8.36M ﹤0.01% 2027
2015
Q4 		$9.19M Buy
+183,943
New +$9.19M ﹤0.01% 1187
2015
Q3 		– Sell
-5,720
Closed -$292K – 2238
2015
Q2 		$292K Sell
5,720
-6,857
-55% -$357K ﹤0.01% 2051
2015
Q1 		$622K Buy
12,577
+2,818
+29% +$136K ﹤0.01% 1944
2014
Q4 		$456K Sell
9,759
-241
-2% -$11.4K ﹤0.01% 2017
2014
Q3 		$485K Sell
10,000
-8,944
-47% -$457K ﹤0.01% 1993
2014
Q2 		$1M Buy
18,944
+1,964
+12% +$103K ﹤0.01% 1810
2014
Q1 		$886K Buy
+16,980
New +$870K ﹤0.01% 1850

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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group's SCZ Position: Q1 2026 in Review

Wellington Management Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 24% in Q1 2026, buying an estimated $23.2M and bringing the position to 1,478,776 shares worth $116M. The position accounts for 0.02% of the portfolio, ranked #511.

Wellington Management Group first reported a position in SCZ in Q1 2014 and has held it in 48 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Wellington Management Group held 1,478,776 shares of iShares MSCI EAFE Small-Cap ETF worth $116M as of Q1 2026.
  • Wellington Management Group bought 285,941 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $23.2M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Wellington Management Group's portfolio in Q1 2026, its #511 holding.
  • Wellington Management Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2014 and has held it in 48 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.