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Westmount Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Westmount Partners’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 		$1.06M Buy
12,829
+263
+2% +$22K 0.23% 87
2026
Q1 		$985K Buy
12,566
+492
+4% +$40K 0.24% 83
2025
Q4 		$936K Sell
12,074
-914
-7% -$70.1K 0.23% 82
2025
Q3 		$999K Sell
12,988
-175
-1% -$13.1K 0.26% 75
2025
Q2 		$957K Sell
13,163
-20
-0.2% -$1.35K 0.26% 76
2025
Q1 		$838K Sell
13,183
-382
-3% -$24.1K 0.26% 83
2024
Q4 		$824K Buy
13,565
+510
+4% +$32.4K 0.25% 80
2024
Q3 		$884K Sell
13,055
-414
-3% -$26.6K 0.27% 78
2024
Q2 		$828K Buy
13,469
+139
+1% +$8.71K 0.27% 76
2024
Q1 		$844K Sell
13,330
-166
-1% -$10.2K 0.3% 72
2023
Q4 		$835K Buy
13,496
+682
+5% +$39K 0.34% 64
2023
Q3 		$724K Buy
12,814
+635
+5% +$37.5K 0.32% 74
2023
Q2 		$718K Buy
12,179
+173
+1% +$10.3K 0.31% 68
2023
Q1 		$714K Buy
12,006
+506
+4% +$30K 0.33% 68
2022
Q4 		$650K Buy
+11,500
New +$617K 0.34% 72

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

Westmount Partners's SCZ Position: Q2 2026 in Review

Westmount Partners increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.1% in Q2 2026, buying an estimated $22K and bringing the position to 12,829 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #87.

Westmount Partners first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Westmount Partners held 12,829 shares of iShares MSCI EAFE Small-Cap ETF worth $1.06M as of Q2 2026.
  • Westmount Partners bought 263 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $22K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.23% of Westmount Partners's portfolio in Q2 2026, its #87 holding.
  • Westmount Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.