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BOLTON SECURITIES CORPORATION’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$51.5K Buy
626
+6
+1% +$502 ﹤0.01% 1322
2026
Q1 		$48.6K Buy
+620
New +$50.4K ﹤0.01% 1236
2025
Q3 		$945K Buy
+12,315
New +$921K 0.04% 375
2025
Q1 		$807K Buy
+12,710
New +$803K 0.05% 379

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 $89B AUM 37.98% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SCZ Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.97% in Q2 2026, buying an estimated $502 and bringing the position to 626 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

BOLTON SECURITIES CORPORATION first reported a position in SCZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $945K in Q3 2025. 778 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 626 shares of iShares MSCI EAFE Small-Cap ETF worth $51.5K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION bought 6 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $502.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #1322 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares MSCI EAFE Small-Cap ETF position peaked at $945K in Q3 2025.
  • 778 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.