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Abacus Planning Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Abacus Planning Group’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Sell
35,084
-1,059
-3% -$88.7K 0.36% 41
2026
Q1 		$2.83M Sell
36,143
-1,542
-4% -$125K 0.38% 37
2025
Q4 		$2.92M Buy
37,685
+180
+0.5% +$13.8K 0.39% 36
2025
Q3 		$2.88M Sell
37,505
-2,000
-5% -$150K 0.4% 34
2025
Q2 		$2.87M Sell
39,505
-1,382
-3% -$93.5K 0.43% 32
2025
Q1 		$2.6M Buy
40,887
+100
+0.2% +$6.32K 0.46% 33
2024
Q4 		$2.48M Buy
40,787
+1,074
+3% +$68.3K 0.44% 31
2024
Q3 		$2.69M Sell
39,713
-596
-1% -$38.4K 0.48% 28
2024
Q2 		$2.48M Sell
40,309
-96
-0.2% -$6.02K 0.48% 30
2024
Q1 		$2.56M Sell
40,405
-547
-1% -$33.5K 0.5% 28
2023
Q4 		$2.53M Sell
40,952
-15,834
-28% -$904K 0.53% 27
2023
Q3 		$3.21M Sell
56,786
-301
-0.5% -$17.8K 0.78% 20
2023
Q2 		$3.37M Sell
57,087
-2,621
-4% -$157K 0.81% 19
2023
Q1 		$3.55M Sell
59,708
-6,351
-10% -$377K 0.92% 18
2022
Q4 		$3.73M Buy
66,059
+6,810
+11% +$366K 1.02% 18
2022
Q3 		$2.89M Buy
59,249
+12,540
+27% +$688K 0.87% 22
2022
Q2 		$2.55M Buy
46,709
+2,713
+6% +$164K 0.75% 23
2022
Q1 		$2.92M Buy
43,996
+11,379
+35% +$773K 0.79% 22
2021
Q4 		$2.38M Buy
32,617
+11,200
+52% +$832K 0.64% 30
2021
Q3 		$1.59M Buy
21,417
+488
+2% +$37.1K 0.51% 39
2021
Q2 		$1.55M Sell
20,929
-145
-0.7% -$10.9K 0.47% 40
2021
Q1 		$1.51M Sell
21,074
-211
-1% -$15K 0.48% 39
2020
Q4 		$1.46M Buy
21,285
+565
+3% +$35.7K 0.45% 37
2020
Q3 		$1.22M Sell
20,720
-254
-1% -$14.6K 0.45% 42
2020
Q2 		$1.13M Sell
20,974
-4,545
-18% -$229K 0.46% 43
2020
Q1 		$1.14M Sell
25,519
-6,837
-21% -$380K 0.56% 33
2019
Q4 		$2.02M Buy
32,356
+337
+1% +$20.3K 0.93% 17
2019
Q3 		$1.83M Buy
32,019
+514
+2% +$29K 0.91% 17
2019
Q2 		$1.81M Sell
31,505
-300
-0.9% -$17.3K 1.09% 16
2019
Q1 		$1.83M Buy
31,805
+137
+0.4% +$7.67K 1.14% 15
2018
Q4 		$1.64M Buy
+31,668
New +$1.77M 1.24% 16

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Abacus Planning Group's SCZ Position: Q2 2026 in Review

Abacus Planning Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.9% in Q2 2026, selling an estimated $88.7K and leaving 35,084 shares worth $2.89M. The position accounts for 0.36% of the portfolio, ranked #41.

Abacus Planning Group first reported a position in SCZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.73M in Q4 2022. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Abacus Planning Group held 35,084 shares of iShares MSCI EAFE Small-Cap ETF worth $2.89M as of Q2 2026.
  • Abacus Planning Group sold 1,059 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $88.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.36% of Abacus Planning Group's portfolio in Q2 2026, its #41 holding.
  • Abacus Planning Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Abacus Planning Group's iShares MSCI EAFE Small-Cap ETF position peaked at $3.73M in Q4 2022.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.