Abound Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Abound Wealth Management’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	–	Sell	-84	Closed	-$6.57K	–	1537
2026 Q1	$6.57K	Buy	+84	New	+$6.83K	﹤0.01%	663
2024 Q3	–	Sell	-908	Closed	-$56K	–	1335
2024 Q2	$56K	Hold	908	–	–	0.02%	138
2024 Q1	$57.5K	Hold	908	–	–	0.02%	137
2023 Q4	$56.2K	Hold	908	–	–	0.02%	136
2023 Q3	$51.3K	Hold	908	–	–	0.02%	130
2023 Q2	$53.6K	Hold	908	–	–	0.02%	122
2023 Q1	$54.1K	Sell	908 -229	-20%	-$13.6K	0.02%	119
2022 Q4	$64.2K	Buy	1,137 +206	+22%	+$11.1K	0.03%	94
2022 Q3	$45.4K	Buy	931 +23	+3%	+$1.26K	0.02%	121
2022 Q2	$49.6K	Sell	908 -360	-28%	-$21.8K	0.03%	65
2022 Q1	$84.1K	Buy	1,268 +59	+5%	+$4.01K	0.06%	57
2021 Q4	$88.4K	Buy	+1,209	New	+$89.8K	0.07%	53

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Abound Wealth Management's SCZ Position: Q2 2026 in Review

Abound Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 84 shares — an estimated $6.57K sold.

Abound Wealth Management first reported a position in SCZ in Q4 2021 and held it in 12 quarters. The position peaked at $88.4K in Q4 2021. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Abound Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 84 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $6.57K.
Abound Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 12 quarters.
Abound Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $88.4K in Q4 2021.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.