Who Owns iShares MSCI EAFE Small-Cap ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares MSCI EAFE Small-Cap ETF.
Who crossed 5% of SCZ →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| RTD Financial Advisors, Inc.EAFE SML CP ETF169K shtrimmed | $14.3M |
| Investors Research CorpEAFE SML CP ETF44.6K shtrimmed | $3.8M |
| Partnership Wealth Management, LLCETF37.6K shtrimmed | $3.2M |
| Breakwater Capital GroupEAFE SML CP ETF33.9K shadded | $2.9M |
| Sincerus Advisory, LLCEAFE SML CP ETF32.2K shadded | $2.7M |
| Acropolis Investment Management, LLCEAFE SML CP ETF31.8K shtrimmed | $2.7M |
| Apella Capital, LLCEAFE SML CP ETF31.8K shadded | $2.7M |
| Prosperity Planning, Inc.EAFE SML CP ETF29.6K shtrimmed | $2.5M |
| Farther Finance Advisors, LLCETF24.9K shtrimmed | $2.1M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF16.7K shtrimmed | $1.4M |
| Avidian Wealth Enterprises, LLCEAFE SML CP ETF14K shtrimmed | $1.2M |
| Aletheian Wealth Advisors LLCEAFE SML CP ETF13.9K shtrimmed | $1.2M |
| Wedmont Private CapitalEAFE SML CP ETF13.3K shadded | $1.1M |
| Gladwyn Financial Advisors, Inc.EAFE SML CP ETF7.6K shheld | $639.8K |
| Williams & Novak Wealth Management, LLCEAFE SML CP ETF6.7K shtrimmed | $568K |
| KFA Private Wealth Group, LLCEAFE SML CP ETF4.7K shtrimmed | $396K |
| Factor Wealth Management LTDEAFE SML CP ETF4.4K shheld | $375.1K |
| Galvin, Gaustad & Stein, LLCEAFE SML CP ETF4.4K shtrimmed | $371K |
| COLLECTIVE FAMILY OFFICE LLCEAFE SML CP ETF4.3K shtrimmed | $360K |
| Valeo Financial Advisors, LLCETF4.2K shheld | $351.3K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom3.6K shheld | $302.6K |
| DAVIDSON TRUST COEquities3.3K shheld | $281.5K |
| CoreCap Advisors, LLCETF3.1K shtrimmed | $259.2K |
| Canandaigua National Trust Co of FloridaCom2.6K sh— | $215.3K |
| GAMMA Investing LLCETF1.5K shheld | $125K |
| Grove Bank & TrustEAFE SML CP ETF1.1K shheld | $95.4K |
| ELEVATION WEALTH PARTNERS, LLCEAFE SML CP ETF976 shheld | $82.4K |
| ATWOOD & PALMER INCCOM583 sh— | $49.2K |
| AMERICAN NATIONAL BANK & TRUSTEAFE SML CP ETF521 shheld | $44K |
| TOMPKINS FINANCIAL CORPEAFE SML CP ETF456 shadded | $38.5K |
| Trust CoETF308 shtrimmed | $26K |
| Pacifica Partners Inc.EAFE SML CP ETF278 shheld | $23.2K |
| Marquette Asset Management, LLCEAFE SML CP ETF264 shheld | $22.3K |
| Rosenberg Matthew HamiltonETF202 shheld | $17.1K |
| EASTERN BANKEAFE SML CP ETF160 shtrimmed | $13.5K |
| Dorato Capital ManagementEAFE SML CP ETF120 shheld | $10K |
| FIRST COMMUNITY TRUST NAEAFE SML CP ETF62 shheld | $5.2K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund44 shheld | $3.7K |
| MJT & Associates Financial Advisory Group, Inc.ETF19 sh— | $1.6K |
| Wealth Enhancement Trust Services, Inc.EAFE SML CP ETF15 shheld | $1.3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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