Y-Intercept (HK)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Y-Intercept (HK)’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	–	Sell	-12,414	Closed	-$973K	–	2112
2026 Q1	$973K	Buy	12,414 +3,243	+35%	+$264K	0.02%	1045
2025 Q4	$711K	Buy	+9,171	New	+$703K	0.02%	1118
2024 Q3	–	Sell	-5,440	Closed	-$335K	–	1749
2024 Q2	$335K	Buy	+5,440	New	+$341K	0.02%	989
2022 Q4	–	Sell	-50,667	Closed	-$2.47M	–	1312
2022 Q3	$2.47M	Buy	50,667 +34,898	+221%	+$1.91M	0.25%	106
2022 Q2	$861K	Buy	+15,769	New	+$954K	0.11%	269
2021 Q4	–	Sell	-8,497	Closed	-$632K	–	851
2021 Q3	$632K	Buy	+8,497	New	+$647K	0.11%	280

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Y-Intercept (HK)'s SCZ Position: Q2 2026 in Review

Y-Intercept (HK) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 12,414 shares — an estimated $973K sold.

Y-Intercept (HK) first reported a position in SCZ in Q3 2021 and held it in 6 quarters. The position peaked at $2.47M in Q3 2022. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Y-Intercept (HK) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 12,414 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $973K.
Y-Intercept (HK) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and held it in 6 quarters.
Y-Intercept (HK)'s iShares MSCI EAFE Small-Cap ETF position peaked at $2.47M in Q3 2022.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.