SCZ
iShares MSCI EAFE Small-Cap ETF
iShares MSCI EAFE Small-Cap ETF historical holders
total: 1
Causeway Capital Management iShares MSCI EAFE Small-Cap ETF transactions over time
- Total transactions:
- 3
- New positions:
- 2
- Sold out:
- 1
- Held since:
- 2026 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q1
Sarah Ketterer has been an institutional investor in iShares MSCI EAFE Small-Cap ETF (SCZ) since 2022 Q2. According to 2026 Q1 report, Sarah Ketterer holds 7,100 shares with a market value of roughly $556.71K representing 0.01% of their equity portfolio. The fund/company first acquired SCZ in 2022 Q2, initially purchasing 7,800 shares. Sarah Ketterer later completely sold out the position and reinvested in SCZ again in 2026 Q1. Since the initial investment, Causeway Capital Management has made 2 more transactions in this position.
Does Sarah Ketterer still hold SCZ?
Yes, Sarah Ketterer continues to hold iShares MSCI EAFE Small-Cap ETF (SCZ). According to their 2026 Q1 report, they maintain a position of 7,100 shares valued at approximately $556.71K, representing 0.01% of their equity portfolio.
When did Sarah Ketterer first invest in SCZ?
Sarah Ketterer first invested in iShares MSCI EAFE Small-Cap ETF (SCZ) in 2022 Q2 at the reported quarter-end price of $54.62 per share, acquiring 7,800 shares in their initial purchase.
What is Sarah Ketterer's average cost basis for SCZ?
Based on historical transaction data, Sarah Ketterer's estimated cost basis for iShares MSCI EAFE Small-Cap ETF (SCZ) is approximately $78.41 per share. This represents their average reported price* across all buy transactions.
Has Sarah Ketterer reinvested in SCZ after selling?
Yes, Sarah Ketterer has shown renewed interest in iShares MSCI EAFE Small-Cap ETF (SCZ). After completely selling their position, they reinitiated an investment in 2026 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $78.41
SCZ transactions history by Causeway Capital Management
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.01%
|
7,100
|
$78.41
|
$556,711
|
new
|
+0.01%
|
|
2022 Q3
|
0.00%
|
0
|
$54.62
|
|
-100% (-7,800)
|
-0.01%
|
|
2022 Q2
|
0.01%
|
7,800
|
$54.62
|
$426,000
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.