Sarah Ketterer's SCZ Position Overview
Sarah Ketterer (via Causeway Capital Management LLC) currently holds 7,100 shares of iShares MSCI EAFE Small-Cap ETF (SCZ) worth $556,711, representing 0.01% of the portfolio. First purchased in 2022-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Sarah Ketterer has maintained this position in SCZ for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 7,100 shares. Largest reduction occurred in Q3 2022, reducing 7,800 shares.
Analysis based on 13F filings available since 2013 Q2
Sarah Ketterer'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 Sarah Ketterer
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +7,100 | New Buy | 7,100 | $78.41 |
| Q3 2022 | -7,800 | Sold Out | 0 | $0.00 |
| Q2 2022 | +7,800 | New Buy | 7,800 | $54.62 |
Sarah Ketterer's iShares MSCI EAFE Small-Cap ETF Investment FAQs
Sarah Ketterer first purchased iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, acquiring 7,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer has held iShares MSCI EAFE Small-Cap ETF (SCZ) for 3 quarters since Q2 2022.
Sarah Ketterer's largest addition to iShares MSCI EAFE Small-Cap ETF (SCZ) was in Q2 2022, adding 7,800 shares worth $426,000.
According to the latest 13F filing for Q1 2026, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 7,100 shares of iShares MSCI EAFE Small-Cap ETF (SCZ), valued at approximately $556,711.
As of the Q1 2026 filing, iShares MSCI EAFE Small-Cap ETF (SCZ) represents approximately 0.01% of Sarah Ketterer's publicly disclosed stock portfolio, making it one of their key holdings.
Sarah Ketterer's peak holding in iShares MSCI EAFE Small-Cap ETF (SCZ) was 7,800 shares, as reported at the end of Q2 2022.