iShares Trust - iShares MSCI EAFE 소형 ETF
US ˙ NasdaqGM ˙ US4642882736

SecuritySCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
InstitutionCerity Partners LLC
Latest Disclosed Ownership82,971 shares
Latest Disclosed Value $ 6,505,738
Cerity Partners LLC reports 192.27% increase in ownership of SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 82,971 shares of iShares Trust - iShares MSCI EAFE Small-Cap ETF (US:SCZ) valued at $6,505,756 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 28,388 shares of iShares Trust - iShares MSCI EAFE Small-Cap ETF. This represents a change in shares of 192.27% during the quarter. The current value of the position is $6,929,738 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ISHARES TR EAFE SML CP ETF 464288273 82,971 54,583 192.27 6,506 195.68 0.0046
2026-02-11 2025-12-31 13F ISHARES TR EAFE SML CP ETF 464288273 28,388 86 0.30 2,201 1.34 0.0032
2025-10-22 2025-09-30 13F ISHARES TR EAFE SML CP ETF 464288273 28,302 261 0.93 2,171 6.53 0.0035
2025-08-13 2025-06-30 13F ISHARES TR EAFE SML CP ETF 464288273 28,041 6,358 29.32 2,038 48.00 0.0036
2025-04-30 2025-03-31 13F ISHARES TR ETF 464288273 21,683 234 1.09 1,378 5.76 0.0028
2025-02-13 2024-12-31 13F ISHARES TR ETF 464288273 21,449 1,316 6.54 1,303 -4.48 0.0028
2024-11-12 2024-09-30 13F ISHARES TR ETF 464288273 20,133 -654 -3.15 1,363 6.40 0.0030
2024-08-13 2024-06-30 13F ISHARES TR ETF 464288273 20,787 9,845 89.97 1,281 85.12 0.0034
2024-05-14 2024-03-31 13F ISHARES TR EX TRD EQ FD 464288273 10,942 -921 -7.76 693 -5.72 0.0018
2024-01-26 2023-12-31 13F ISHARES TR ETF 464288273 11,863 7,114 149.80 734 173.88 0.0024
2023-11-14 2023-09-30 13F ISHARES TR EAFE SML CP ETF 464288273 4,749 -15,127 -76.11 268 -77.11 0.0013
2023-08-14 2023-06-30 13F ISHARES TR EX TRD EQ FD 464288273 19,876 8,526 75.12 1,172 73.48 0.0046
2023-05-11 2023-03-31 13F ISHARES TR EX TRD EQ FD 464288273 11,350 -608 -5.08 676 0.00 0.0016
2023-02-15 2022-12-31 13F ISHARES TR EAFE SML CP ETF 464288273 11,958 872 7.87 676 24.77 0.0043
2022-11-14 2022-09-30 13F ISHARES TR EX TRD EQ FD 464288273 11,086 -12,316 -52.63 541 -57.67 0.0065
2022-08-10 2022-06-30 13F ISHARES TR EX TRD EQ FD 464288273 23,402 -37,477 -61.56 1,278 -62.48 0.0141
2022-04-25 2022-03-31 13F ISHARES TR COM 464288273 60,879 -9,581 -13.60 3,406 -33.88 0.0529
2022-02-14 2021-12-31 13F ISHARES TR Stock 464288273 70,460 22,201 46.00 5,151 43.44 0.0784
2021-10-25 2021-09-30 13F iShares MSCI EAFE Small Cap ETF ETF 464288273 48,259 5,859 13.82 3,591 14.22 0.0790
2021-08-11 2021-06-30 13F ISHARES TR ETF 464288273 42,400 -1,613 -3.66 3,144 -0.57 0.0688
2021-08-11 2021-03-31 13F/A-1 ISHARES TR ETF 464288273 44,013 1,717 4.06 3,162 9.37 0.0751
2021-05-12 2021-03-31 13F ISHARES TR ETF 464288273 43,985 1,689 3,160 0.0936
2021-02-11 2020-12-31 13F ISHARES TR ETF 464288273 42,296 35,781 549.21 2,891 652.86 0.0927
2020-11-12 2020-09-30 13F ISHARES TR COM 464288273 6,515 302 4.86 384 15.32 0.0158
2020-08-17 2020-06-30 13F/A-1 ISHARES TR EAFE SML CP ETF 464288273 6,213 -13,070 -67.78 333 -61.50 0.0184
2020-08-14 2020-06-30 13F ISHARES TR EAFE SML CP ETF 464288273 6,213 -13,070 333 18,365.7464
2020-05-14 2020-03-31 13F ISHARES TR EAFE SML CP ETF 464288273 19,283 -10,565 -35.40 865 -53.47 0.0545
2020-02-14 2019-12-31 13F ISHARES TR EAFE SML CP ETF 464288273 29,848 -2,314 -7.19 1,859 0.98 0.0948
2019-10-30 2019-09-30 13F ISHARES TR EAFE SML CP ETF 464288273 32,162 -10,607 -24.80 1,841 -25.01 0.1081
2019-08-14 2019-06-30 13F ISHARES TR EAFE SML CP ETF 464288273 42,769 42,769 2,455 0.1548
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.