Ken Fisher's SCZ Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 2,561 shares of iShares MSCI EAFE Small-Cap ETF (SCZ) worth $200,880, representing 0.00% of the portfolio. First purchased in 2017-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SCZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 6,541 shares. Largest reduction occurred in Q1 2018, reducing 8,361 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares MSCI EAFE Small-Cap ETF (SCZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI EAFE Small-Cap ETF (SCZ) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,561 | New Buy | 2,561 | $78.44 |
| Q3 2025 | -3,520 | Sold Out | 0 | $0.00 |
| Q2 2025 | +3,520 | New Buy | 3,520 | $72.70 |
| Q1 2025 | -6,541 | Sold Out | 0 | $0.00 |
| Q4 2024 | +6,541 | New Buy | 6,541 | $60.76 |
| Q3 2024 | -4,598 | Sold Out | 0 | $0.00 |
| Q2 2024 | +4,598 | New Buy | 4,598 | $61.65 |
| Q3 2023 | -3,614 | Sold Out | 0 | $0.00 |
| Q2 2023 | +3,614 | New Buy | 3,614 | $58.99 |
| Q3 2021 | -2,711 | Sold Out | 0 | $0.00 |
| Q2 2021 | +2,711 | New Buy | 2,711 | $74.14 |
| Q3 2019 | -4,440 | Sold Out | 0 | $0.00 |
| Q2 2019 | +4,440 | New Buy | 4,440 | $57.43 |
| Q3 2018 | -3,300 | Sold Out | 0 | $0.00 |
| Q2 2018 | +3,300 | New Buy | 3,300 | $62.73 |
| Q1 2018 | -8,361 | Sold Out | 0 | $0.00 |
| Q4 2017 | +8,361 | New Buy | 8,361 | $64.47 |
Ken Fisher's iShares MSCI EAFE Small-Cap ETF Investment FAQs
Ken Fisher first purchased iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2017, acquiring 8,361 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares MSCI EAFE Small-Cap ETF (SCZ) for 17 quarters since Q4 2017.
Ken Fisher's largest addition to iShares MSCI EAFE Small-Cap ETF (SCZ) was in Q4 2017, adding 8,361 shares worth $539,000.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 2,561 shares of iShares MSCI EAFE Small-Cap ETF (SCZ), valued at approximately $200,880.
As of the Q1 2026 filing, iShares MSCI EAFE Small-Cap ETF (SCZ) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares MSCI EAFE Small-Cap ETF (SCZ) was 8,361 shares, as reported at the end of Q4 2017.