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Wilmington Savings Fund Society’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wilmington Savings Fund Society’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 		$72.3M Buy
878,997
+17,897
+2% +$1.5M 1.61% 13
2026
Q1 		$67.5M Sell
861,100
-15,296
-2% -$1.24M 1.61% 11
2025
Q4 		$67.9M Buy
876,396
+98,743
+13% +$7.57M 1.59% 12
2025
Q3 		$59.7M Buy
777,653
+121,771
+19% +$9.11M 1.44% 12
2025
Q2 		$47.7M Buy
655,882
+73,036
+13% +$4.94M 0.85% 21
2025
Q1 		$37M Buy
582,846
+4,160
+0.7% +$263K 0.69% 28
2024
Q4 		$35.2M Buy
578,686
+7,061
+1% +$449K 0.63% 32
2024
Q3 		$38.7M Sell
571,625
-30,919
-5% -$1.99M 0.69% 27
2024
Q2 		$37.1M Sell
602,544
-7,921
-1% -$497K 1.42% 12
2024
Q1 		$38.7M Buy
+610,465
New +$37.3M 1.48% 12
2023
Q3 		$30.4M Sell
539,034
-17,781
-3% -$1.05M 1.34% 13
2023
Q2 		$32.8M Sell
556,815
-121,356
-18% -$7.26M 1.37% 13
2023
Q1 		$40.4M Sell
678,171
-9,712
-1% -$577K 1.78% 8
2022
Q4 		$38.9M Sell
687,883
-30,992
-4% -$1.66M 1.76% 9
2022
Q3 		$35.1M Buy
718,875
+627
+0.1% +$34.4K 1.71% 9
2022
Q2 		$39.2M Sell
718,248
-334,555
-32% -$20.2M 1.8% 9
2022
Q1 		$69.8M Buy
1,052,803
+34,713
+3% +$2.36M 2.73% 6
2021
Q4 		$74.4M Buy
1,018,090
+27,519
+3% +$2.04M 2.68% 6
2021
Q3 		$73.7M Buy
990,571
+39,281
+4% +$2.99M 2.85% 6
2021
Q2 		$70.5M Buy
951,290
+17,620
+2% +$1.32M 2.69% 6
2021
Q1 		$67.1M Buy
933,670
+97,404
+12% +$6.91M 2.68% 6
2020
Q4 		$57.2M Buy
836,266
+60,717
+8% +$3.83M 2.4% 6
2020
Q3 		$45.7M Buy
775,549
+55,099
+8% +$3.16M 2.12% 6
2020
Q2 		$38.6M Buy
720,450
+333,366
+86% +$16.8M 1.9% 6
2020
Q1 		$17.4M Buy
387,084
+7,633
+2% +$424K 1.02% 24
2019
Q4 		$23.6M Buy
379,451
+9,339
+3% +$561K 1.2% 18
2019
Q3 		$21.2M Sell
370,112
-8,141
-2% -$460K 1.16% 19
2019
Q2 		$21.7M Buy
378,253
+6,108
+2% +$353K 1.17% 20
2019
Q1 		$21.4M Buy
372,145
+10,386
+3% +$582K 1.16% 19
2018
Q4 		$18.7M Sell
361,759
-174,357
-33% -$9.76M 1.14% 21
2018
Q3 		$33.4M Buy
536,116
+13,410
+3% +$837K 1.76% 6
2018
Q2 		$32.8M Buy
522,706
+99,746
+24% +$6.53M 1.83% 5
2018
Q1 		$27.6M Buy
422,960
+92,919
+28% +$6.13M 1.58% 9
2017
Q4 		$21.3M Buy
330,041
+44,799
+16% +$2.82M 1.16% 19
2017
Q3 		$17.7M Buy
+285,242
New +$17.1M 1.01% 24

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wilmington Savings Fund Society's SCZ Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.1% in Q2 2026, buying an estimated $1.5M and bringing the position to 878,997 shares worth $72.3M. The position accounts for 1.61% of the portfolio, ranked #13.

Wilmington Savings Fund Society first reported a position in SCZ in Q3 2017 and has held it in 35 quarters since. The position peaked at $74.4M in Q4 2021. 319 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Wilmington Savings Fund Society held 878,997 shares of iShares MSCI EAFE Small-Cap ETF worth $72.3M as of Q2 2026.
  • Wilmington Savings Fund Society bought 17,897 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.5M.
  • iShares MSCI EAFE Small-Cap ETF made up 1.61% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #13 holding.
  • Wilmington Savings Fund Society first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and has held it in 35 quarters since.
  • Wilmington Savings Fund Society's iShares MSCI EAFE Small-Cap ETF position peaked at $74.4M in Q4 2021.
  • 319 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.