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Advisory Solutions Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Advisory Solutions 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
Q3 		$707K Buy
8,372
+486
+6% +$41.3K 0.15% 134
2026
Q2 		$649K Buy
+7,886
New +$660K 0.22% 96

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Advisory Solutions Group's SCZ Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.2% in Q3 2026, buying an estimated $41.3K and bringing the position to 8,372 shares worth $707K. The position accounts for 0.15% of the portfolio, ranked #134.

Advisory Solutions Group first reported a position in SCZ in Q2 2026 and has held it in 2 quarters since. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Advisory Solutions Group held 8,372 shares of iShares MSCI EAFE Small-Cap ETF worth $707K as of Q3 2026.
  • Advisory Solutions Group bought 486 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $41.3K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.15% of Advisory Solutions Group's portfolio in Q3 2026, its #134 holding.
  • Advisory Solutions Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.