iShares MSCI Eafe Small-CapSCZETF
13F holders, Q4 2024 (December 31)706holders +13
45new positions
63sold out
3famous investors
$60.72avg. 13F price*
At the end of Q4 2024, 706 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 13 from Q3 2024. 45 opened new positions and 63 sold out. The largest holders were Jones Financial Companies LLLP ($590.2M), Natixis Advisors, LLC ($538.7M) and Creative Planning ($285.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares MSCI Eafe Small-Cap
- CUSIP
- 464288273
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $29.0M |
| Exits | 63 | $45.7M |
All 13F filers, Q3 2024 → Q4 2024: 7,455,817 shares bought and 6,640,835 shares sold, net +814,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 706 holders
| Jones Financial Companies LLLP | 0.56% | Reduce -25.6% | 9,715,329 | $590.2M |
| Natixis Advisors, LLC | 1.01% | Add +0.3% | 8,868,010 | $538.7M |
| Creative Planning | 0.28% | Reduce -2.8% | 4,696,161 | $285.3M |
| FMR LLC | 0.02% | Add +20.6% | 4,474,873 | $271.8M |
| Goldman Sachs Group Inc. | 0.04% | Add +10.6% | 3,595,144 | $218.4M |
| BlackRock, Inc. | 0.00% | Add +9.8% | 3,580,203 | $217.5M |
| State of New Jersey Common Pension Fund D | 0.87% | No change | 3,560,557 | $216.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.7% | 3,523,657 | $214.1M |
| Bank of America Corp. | 0.02% | Add +81.2% | 3,347,926 | $203.4M |
| Morgan Stanley | 0.01% | Reduce -2.4% | 2,628,514 | $159.7M |
| Modera Wealth Management, LLC | 1.78% | Add +6.7% | 2,422,047 | $147.1M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -0.3% | 1,655,715 | $100.6M |
| Tiaa Trust, National Association | 0.29% | Reduce -18.9% | 1,571,174 | $95.4M |
| Citigroup Inc. | 0.09% | Add +3131.6% | 1,451,595 | $88.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.6% | 1,301,235 | $79.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -1.7% | 1,282,883 | $77.9M |
| Focus Partners Wealth | 0.20% | Add +11.9% | 1,256,647 | $76.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.7% | 1,118,316 | $67.9M |
| UBS Group AG | 0.01% | Add +27.6% | 1,069,989 | $65.0M |
| Cassaday & Co Wealth Management LLC | 1.69% | Add +15.0% | 1,020,557 | $62.0M |
| Forvis Mazars Wealth Advisors, LLC | 1.34% | Reduce -12.5% | 960,484 | $58.3M |
| Alberta Investment Management Corp | 0.39% | Add +60.2% | 905,092 | $55.0M |
| HighTower Advisors, LLC | 0.06% | Reduce -4.3% | 775,612 | $47.1M |
| Coldstream Capital Management Inc. | 0.93% | Add +6.3% | 716,616 | $43.5M |
| Financial Advisory Corp | 7.54% | — | 711,744 | $43.2M |
| Bank of Montreal | 0.02% | Add +2.0% | 683,383 | $41.5M |
| Avantax Advisory Services, Inc. | 0.26% | Add +1.5% | 680,651 | $41.3M |
| One Capital Management, LLC | 1.32% | Add +0.4% | 656,869 | $39.9M |
| Corient Private Wealth LP | 0.07% | Reduce -3.6% | 645,375 | $39.2M |
| LPL Financial LLC | 0.02% | Add +4.6% | 609,238 | $37.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.7% | 607,487 | $36.9M |
| Wellington Management Group LLP | 0.01% | Reduce -14.6% | 586,929 | $35.7M |
| Wilmington Savings Fund Society, FSB | 0.63% | Add +1.2% | 578,686 | $35.2M |
| Franklin Resources Inc. | 0.01% | Add +17.0% | 539,546 | $32.8M |
| State of Tennessee, Department of Treasury | 0.12% | Reduce -25.8% | 524,021 | $31.8M |
| Plancorp, LLC | 1.15% | Add +3.5% | 461,050 | $28.0M |
| Moneta Group Investment Advisors LLC | 0.39% | Reduce -2.8% | 460,339 | $28.0M |
| Halbert Hargrove Global Advisors, LLC | 1.54% | Reduce -2.6% | 451,833 | $27.4M |
| Baker Avenue Asset Management, LP | 0.81% | Add +1.2% | 434,697 | $26.4M |
| Ballentine Partners, LLC | 0.45% | Reduce -2.0% | 433,166 | $26.3M |
| Federation des caisses Desjardins du Quebec | 0.13% | Add +10.6% | 432,866 | $26.3M |
| Nuveen Asset Management, LLC | 0.01% | Add +154.1% | 417,233 | $25.3M |
| Wells Fargo & Company | 0.01% | Add +20.7% | 393,911 | $23.9M |
| Choreo, LLC | 0.34% | Reduce -4.1% | 390,194 | $23.7M |
| Mill Creek Capital Advisors, LLC | 0.49% | Reduce -1.7% | 339,313 | $20.6M |
| Arvest Bank Trust Division | 1.24% | Add +1.2% | 338,202 | $20.5M |
| Wealthcare Advisory Partners LLC | 0.54% | Add +8.2% | 321,864 | $19.6M |
| Bear Mountain Capital, Inc. | 7.59% | Add +6.8% | 314,324 | $19.5M |
| Brand Asset Management Group, Inc. | 7.84% | Add +3.2% | 317,821 | $19.3M |
| Quadrant Capital Group LLC | 1.26% | Add +2.0% | 300,267 | $18.2M |
| Shakespeare Wealth Management, LLC | 4.72% | Add +2.7% | 288,201 | $17.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -8.3% | 286,953 | $17.4M |
| Truist Financial Corp. | 0.03% | Add +1.6% | 277,082 | $16.8M |
| Equitable Holdings, Inc. | 0.16% | Add +0.3% | 270,840 | $16.5M |
| Shore Point Advisors, LLC | 8.59% | Add +3.8% | 262,982 | $16.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.0% | 260,156 | $15.8M |
| MAI Capital Management | 0.12% | Add +4.0% | 260,022 | $15.8M |
| Stifel Financial Corp. | 0.02% | Reduce -1.0% | 241,985 | $14.7M |
| Cetera Investment Advisers | 0.03% | Add +1.7% | 226,134 | $13.7M |
| Raymond James Financial Inc. | 0.01% | — | 224,959 | $13.7M |
| Royal Bank of Canada | 0.00% | Add +9.7% | 222,739 | $13.5M |
| Full Sail Capital, LLC | 0.83% | Reduce -2.0% | 215,568 | $13.1M |
| Fifth Third Bancorp | 0.05% | Reduce -26.6% | 214,997 | $13.1M |
| Checchi Capital Advisers, LLC | 0.97% | Add +10.4% | 213,998 | $13.0M |
| Savant Capital, LLC | 0.10% | Reduce -3.9% | 213,085 | $12.9M |
| Mission Wealth Management, LP | 0.29% | Add +1.1% | 201,609 | $12.2M |
| First Citizens Bank & Trust Co. | 0.22% | Reduce -7.8% | 199,741 | $12.1M |
| Exencial Wealth Advisors, LLC | 0.42% | Reduce -0.3% | 189,564 | $11.5M |
| Wealth Architects, LLC | 1.28% | Reduce -0.6% | 186,106 | $11.3M |
| Parcion Private Wealth LLC | 0.83% | Reduce -1.0% | 177,622 | $10.8M |
| Klingman & Associates, LLC | 0.66% | Reduce -4.0% | 171,363 | $10.4M |
| RTD Financial Advisors, Inc. | 1.32% | Add +7.1% | 168,866 | $10.3M |
| Pure Financial Advisors, LLC | 0.23% | Reduce -2.2% | 164,089 | $10.0M |
| Austin Private Wealth, LLC | 0.93% | Reduce -5.7% | 163,479 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Add +1.6% | 158,250 | $9.6M |
| Baird Financial Group, Inc. | 0.02% | Reduce -14.6% | 157,140 | $9.5M |
| Pathstone Holdings, LLC | 0.04% | Reduce -29.6% | 156,947 | $9.5M |
| Alesco Advisors, LLC, An ESL Co | 0.30% | Reduce -2.6% | 155,955 | $9.5M |
| IMA Advisory Services, Inc. | 1.12% | New | 152,767 | $9.3M |
| Captrust Financial Advisors | 0.03% | Reduce -1.4% | 151,986 | $9.2M |
| Mariner, LLC | 0.02% | Reduce -60.5% | 149,266 | $9.1M |
| Sachem Hill LLC | 1.82% | Add +1.5% | 143,361 | $8.7M |
| M&T Bank Corp | 0.03% | Reduce -9.4% | 137,982 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.8% | 137,547 | $8.4M |
| WESCAP Management Group, Inc. | 2.02% | Reduce -1.7% | 137,173 | $8.3M |
| Omega Financial Group, LLC | 3.10% | Add +6.7% | 134,981 | $8.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.57% | No change | 134,500 | $8.2M |
| Covenant Partners, LLC | 2.47% | Add +0.3% | 131,774 | $8.0M |
| Shoker Investment Counsel, Inc. | 2.61% | Add +1.2% | 127,117 | $7.7M |
| Fairhaven Wealth Management, LLC | 2.40% | Reduce -0.3% | 126,327 | $7.7M |
| Sound Stewardship, LLC | 4.54% | Add +3.3% | 125,765 | $7.6M |
| FSM Wealth Advisors, LLC | 1.86% | Add +18.7% | 125,616 | $7.6M |
| DORVAL Corp | 3.00% | Add +5.3% | 124,238 | $7.5M |
| Ifrah Financial Services, Inc. | 2.07% | Add +0.8% | 123,584 | $7.5M |
| Waverly Advisors, LLC | 0.11% | Reduce -13.8% | 121,150 | $7.4M |
| Brighton Jones LLC | 0.21% | Add +4.7% | 118,917 | $7.2M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -1.1% | 116,492 | $7.1M |
| Charles Schwab Trust Co | 0.60% | Add +0.1% | 115,587 | $7.0M |
| Cullen/Frost Bankers, Inc. | 0.09% | Add +7.5% | 109,729 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +69.3% | 108,695 | $6.6M |
"% of holder's portfolio" is SCZ's weight in each manager's 13F, not the share of iShares MSCI Eafe Small-Cap the manager owns.