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Accretive Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Accretive Wealth Partners’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 		$836K Hold
10,163
– – 0.2% 96
2026
Q1 		$797K Sell
10,163
-12
-0.1% -$976 0.22% 100
2025
Q4 		$789K Sell
10,175
-246
-2% -$18.9K 0.23% 92
2025
Q3 		$799K Sell
10,421
-10
-0.1% -$748 0.24% 94
2025
Q2 		$758K Buy
10,431
+11
+0.1% +$744 0.25% 97
2025
Q1 		$707K Buy
10,420
+928
+10% +$58.6K 0.25% 98
2024
Q4 		$577K Buy
9,492
+647
+7% +$41.2K 0.24% 99
2024
Q3 		$599K Sell
8,845
-8
-0.1% -$515 0.25% 101
2024
Q2 		$546K Sell
8,853
-3
-0% -$188 0.23% 103
2024
Q1 		$556K Buy
8,856
+11
+0.1% +$673 0.25% 103
2023
Q4 		$547K Sell
8,845
-92
-1% -$5.25K 0.26% 101
2023
Q3 		$505K Buy
8,937
+261
+3% +$15.4K 0.3% 91
2023
Q2 		$512K Buy
8,676
+90
+1% +$5.38K 0.3% 89
2023
Q1 		$511K Sell
8,586
-51
-0.6% -$3.03K 0.33% 88
2022
Q4 		$488K Buy
+8,637
New +$464K 0.34% 83
2022
Q2 		– Sell
-3,077
Closed -$204K – 115
2022
Q1 		$204K Buy
3,077
+43
+1% +$2.92K 0.13% 110
2021
Q4 		$222K Buy
3,034
+186
+7% +$13.8K 0.14% 104
2021
Q3 		$212K Buy
2,848
+10
+0.4% +$761 0.15% 106
2021
Q2 		$210K Buy
+2,838
New +$213K 0.15% 103

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

Accretive Wealth Partners's SCZ Position: Q2 2026 in Review

Accretive Wealth Partners held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 10,163 shares worth $836K. The position accounts for 0.2% of the portfolio, ranked #96.

Accretive Wealth Partners first reported a position in SCZ in Q2 2021 and has held it in 19 quarters since. 768 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Accretive Wealth Partners held 10,163 shares of iShares MSCI EAFE Small-Cap ETF worth $836K as of Q2 2026.
  • Accretive Wealth Partners left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.2% of Accretive Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • Accretive Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • 768 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.