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Security record · archived quarter

SCZ

iShares MSCI EAFE Small-Cap ETF · Financial Services · Asset Management - Global

87.35 +1.0% mkt cap $13.75B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
68Tracked holders
+1Δ holders
71.13MShares held
$5.51BReported value
+1New positions
−0Exits
Stable Conviction score 45/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.5% · share flow -2.6% · net new positions +1.5%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 71 -3 96.23M $7.91B +2 −5
Q1 2026 75 +6 89.87M $6.93B +6
Q4 2025 68 +1 71.13M $5.51B +1
Q3 2025 7 -3 15.67M $1.20B −3
Q2 2025 7 +3 6.66M $483.86M +3
Q1 2025 2 -2 490.28K $31.15M −2
Q4 2024 4 -1 619.19K $37.62M +1 −2
Q3 2024 5 +2 812.97K $55.04M +3 −1
Q2 2024 3 333.06K $20.53M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Jones Financial Companies Lllp 35.09M $2.72B 1.7% n/c 1 SEC ↗
2 Jones Financial Companies Lllp 35.09M $2.72B 1.7% n/c 1 SEC ↗
3 Creative Planning 4.00M $310.21M 0.2% n/c 1 SEC ↗
4 Creative Planning 4.00M $310.21M 0.2% n/c 1 SEC ↗
5 BlackRock (passive) 3.41M -0.5% $264.05M 0.0% ▼ Trim 3 SEC ↗
6 BlackRock (passive) 3.41M -0.5% $264.05M 0.0% ▼ Trim 3 SEC ↗
7 BlackRock (passive) 3.41M -0.5% $264.05M 0.0% ▼ Trim 3 SEC ↗
8 BlackRock (passive) 3.41M -0.5% $264.05M 0.0% ▼ Trim 3 SEC ↗
9 BlackRock (passive) 3.41M -0.5% $264.05M 0.0% ▼ Trim 3 SEC ↗
10 BlackRock (passive) 3.41M -0.5% $264.05M 0.0% ▼ Trim 3 SEC ↗
11 Bank of New York Mellon Corp 3.15M $244.50M 0.0% n/c 1 SEC ↗
12 Bank of New York Mellon Corp 3.15M $244.50M 0.0% n/c 1 SEC ↗
13 Bank of New York Mellon Corp 3.15M $244.50M 0.0% n/c 1 SEC ↗
14 Bank of New York Mellon Corp 3.15M $244.50M 0.0% n/c 1 SEC ↗
15 Bank of New York Mellon Corp 3.15M $244.50M 0.0% n/c 1 SEC ↗
16 Bank of New York Mellon Corp 3.15M $244.50M 0.0% n/c 1 SEC ↗
17 Bank of New York Mellon Corp 3.15M $244.50M 0.0% n/c 1 SEC ↗
18 Bank of New York Mellon Corp 3.15M $244.50M 0.0% n/c 1 SEC ↗
19 Fidelity (FMR) 2.71M -1.7% $210.25M 0.0% ▼ Trim 3 SEC ↗
20 Fidelity (FMR) 2.71M -1.7% $210.25M 0.0% ▼ Trim 3 SEC ↗
21 Goldman Sachs Group 2.69M -2.3% $208.69M 0.0% ▼ Trim 2 SEC ↗
22 Goldman Sachs Group 2.69M -2.3% $208.69M 0.0% ▼ Trim 2 SEC ↗
23 Goldman Sachs Group 2.69M -2.3% $208.69M 0.0% ▼ Trim 2 SEC ↗
24 Morgan Stanley 2.39M -15.2% $185.25M 0.0% ▼ Trim 2 SEC ↗
25 Morgan Stanley 2.39M -15.2% $185.25M 0.0% ▼ Trim 2 SEC ↗
26 Morgan Stanley 2.39M -15.2% $185.25M 0.0% ▼ Trim 2 SEC ↗
27 Morgan Stanley 2.39M -15.2% $185.25M 0.0% ▼ Trim 2 SEC ↗
28 Bank Of America Corp /De/ 1.81M $140.52M 0.0% n/c 1 SEC ↗
29 Bank Of America Corp /De/ 1.81M $140.52M 0.0% n/c 1 SEC ↗
30 Bank Of America Corp /De/ 1.81M $140.52M 0.0% n/c 1 SEC ↗
31 Bank Of America Corp /De/ 1.81M $140.52M 0.0% n/c 1 SEC ↗
32 JPMorgan Chase 1.32M -63.1% $102.47M 0.0% ▼ Trim 2 SEC ↗
33 JPMorgan Chase 1.32M -63.1% $102.47M 0.0% ▼ Trim 2 SEC ↗
34 JPMorgan Chase 1.32M -63.1% $102.47M 0.0% ▼ Trim 2 SEC ↗
35 JPMorgan Chase 1.32M -63.1% $102.47M 0.0% ▼ Trim 2 SEC ↗
36 JPMorgan Chase 1.32M -63.1% $102.47M 0.0% ▼ Trim 2 SEC ↗
37 Focus Partners Wealth 1.30M $100.24M 0.1% n/c 1 SEC ↗
38 Northern Trust Corp 1.27M $98.12M 0.0% n/c 1 SEC ↗
39 Northern Trust Corp 1.27M $98.12M 0.0% n/c 1 SEC ↗
40 Wellington Management 1.19M +276.1% $92.48M 0.0% ▲ Add 7 SEC ↗
41 Wellington Management 1.19M +276.1% $92.48M 0.0% ▲ Add 7 SEC ↗
42 Wellington Management 1.19M +276.1% $92.48M 0.0% ▲ Add 7 SEC ↗
43 Cetera Investment Advisers 1.08M $83.46M 0.1% n/c 1 SEC ↗
44 Corient Private Wealth LP 977.33K $75.79M 0.1% n/c 1 SEC ↗
45 Corient Private Wealth LP 977.33K $75.79M 0.1% n/c 1 SEC ↗
46 Corient Private Wealth LP 977.33K $75.79M 0.1% n/c 1 SEC ↗
47 Corient Private Wealth LP 977.33K $75.79M 0.1% n/c 1 SEC ↗
48 LPL Financial LLC 856.40K $66.40M 0.0% n/c 1 SEC ↗
49 UBS Group AG 775.70K $60.14M 0.0% n/c 1 SEC ↗
50 UBS Group AG 775.70K $60.14M 0.0% n/c 1 SEC ↗
51 Bank Of Montreal /Can/ 718.26K $55.69M 0.0% n/c 1 SEC ↗
52 Bank Of Montreal /Can/ 718.26K $55.69M 0.0% n/c 1 SEC ↗
53 Bank Of Montreal /Can/ 718.26K $55.69M 0.0% n/c 1 SEC ↗
54 Bank Of Montreal /Can/ 718.26K $55.69M 0.0% n/c 1 SEC ↗
55 Bank Of Montreal /Can/ 718.26K $55.69M 0.0% n/c 1 SEC ↗
56 Bank Of Montreal /Can/ 718.26K $55.69M 0.0% n/c 1 SEC ↗
57 Bank Of Montreal /Can/ 718.26K $55.69M 0.0% n/c 1 SEC ↗
58 HighTower Advisors, LLC 691.41K $53.60M 0.1% n/c 1 SEC ↗
59 Northwestern Mutual Wealth… 663.60K $51.45M 0.0% n/c 1 SEC ↗
60 Envestnet Asset Management Inc 586.12K $45.44M 0.0% n/c 1 SEC ↗
61 Pnc Financial Services Group, Inc. 512.07K $39.70M 0.0% n/c 1 SEC ↗
62 Pnc Financial Services Group, Inc. 512.07K $39.70M 0.0% n/c 1 SEC ↗
63 Pnc Financial Services Group, Inc. 512.07K $39.70M 0.0% n/c 1 SEC ↗
64 Pnc Financial Services Group, Inc. 512.07K $39.70M 0.0% n/c 1 SEC ↗
65 Pnc Financial Services Group, Inc. 512.07K $39.70M 0.0% n/c 1 SEC ↗
66 Pnc Financial Services Group, Inc. 512.07K $39.70M 0.0% n/c 1 SEC ↗
67 Pnc Financial Services Group, Inc. 512.07K $39.70M 0.0% n/c 1 SEC ↗
68 Pnc Financial Services Group, Inc. 512.07K $39.70M 0.0% n/c 1 SEC ↗
69 Wells Fargo & Company/Mn 362.50K $28.10M 0.0% n/c 1 SEC ↗
70 Wells Fargo & Company/Mn 362.50K $28.10M 0.0% n/c 1 SEC ↗
71 Wells Fargo & Company/Mn 362.50K $28.10M 0.0% n/c 1 SEC ↗
72 Wells Fargo & Company/Mn 362.50K $28.10M 0.0% n/c 1 SEC ↗
73 Mercer Global Advisors Inc /Adv 302.17K $23.43M 0.0% n/c 1 SEC ↗
74 Nuveen, LLC 251.50K $19.50M 0.0% n/c 1 SEC ↗
75 Stifel Financial Corp 248.96K $19.30M 0.0% n/c 1 SEC ↗
76 Stifel Financial Corp 248.96K $19.30M 0.0% n/c 1 SEC ↗
77 Stifel Financial Corp 248.96K $19.30M 0.0% n/c 1 SEC ↗
78 Stifel Financial Corp 248.96K $19.30M 0.0% n/c 1 SEC ↗
79 Fifth Third Bancorp 221.49K $17.17M 0.1% n/c 1 SEC ↗
80 Truist Financial Corp 220.77K $17.12M 0.0% n/c 1 SEC ↗
81 Truist Financial Corp 220.77K $17.12M 0.0% n/c 1 SEC ↗
82 Truist Financial Corp 220.77K $17.12M 0.0% n/c 1 SEC ↗
83 Commonwealth Equity Services, Llc 213.92K $16.59M 0.0% n/c 1 SEC ↗
84 Raymond James Financial Inc 203.89K $15.81M 0.0% n/c 1 SEC ↗
85 Raymond James Financial Inc 203.89K $15.81M 0.0% n/c 1 SEC ↗
86 Raymond James Financial Inc 203.89K $15.81M 0.0% n/c 1 SEC ↗
87 Osaic Holdings, Inc. 185.24K $14.38M 0.0% n/c 1 SEC ↗
88 Osaic Holdings, Inc. 185.24K $14.38M 0.0% n/c 1 SEC ↗
89 Osaic Holdings, Inc. 185.24K $14.38M 0.0% n/c 1 SEC ↗
90 Mariner, LLC 159.40K $12.36M 0.0% n/c 1 SEC ↗
91 Mariner, LLC 159.40K $12.36M 0.0% n/c 1 SEC ↗
92 Mariner, LLC 159.40K $12.36M 0.0% n/c 1 SEC ↗
93 Captrust Financial Advisors 157.74K $12.23M 0.0% n/c 1 SEC ↗
94 Royal Bank Of Canada 152.56K $11.83M 0.0% n/c 1 SEC ↗
95 Royal Bank Of Canada 152.56K $11.83M 0.0% n/c 1 SEC ↗
96 Royal Bank Of Canada 152.56K $11.83M 0.0% n/c 1 SEC ↗
97 Royal Bank Of Canada 152.56K $11.83M 0.0% n/c 1 SEC ↗
98 Royal Bank Of Canada 152.56K $11.83M 0.0% n/c 1 SEC ↗
99 Royal Bank Of Canada 152.56K $11.83M 0.0% n/c 1 SEC ↗
100 Ameriprise Financial Inc 146.13K $11.32M 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 753 holders, 143.82M shares, $10.10B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API