AFG
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Allegheny Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Allegheny Financial 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 		$1.45M Sell
17,658
-1,306
-7% -$109K 0.15% 81
2026
Q1 		$1.49M Buy
18,964
+560
+3% +$45.5K 0.2% 74
2025
Q4 		$1.43M Buy
18,404
+2,188
+13% +$168K 0.21% 75
2025
Q3 		$1.24M Buy
16,216
+2,679
+20% +$200K 0.23% 80
2025
Q2 		$984K Buy
13,537
+527
+4% +$35.7K 0.22% 90
2025
Q1 		$827K Sell
13,010
-1,296
-9% -$81.9K 0.21% 93
2024
Q4 		$869K Buy
14,306
+2,786
+24% +$177K 0.22% 79
2024
Q3 		$780K Buy
11,520
+325
+3% +$20.9K 0.19% 106
2024
Q2 		$690K Buy
11,195
+1,524
+16% +$95.5K 0.2% 101
2024
Q1 		$612K Sell
9,671
-4,361
-31% -$267K 0.19% 99
2023
Q4 		$869K Buy
14,032
+4,923
+54% +$281K 0.28% 70
2023
Q3 		$514K Sell
9,109
-1,541
-14% -$90.9K 0.19% 99
2023
Q2 		$628K Sell
10,650
-634
-6% -$37.9K 0.3% 64
2023
Q1 		$672K Buy
11,284
+553
+5% +$32.8K 0.27% 77
2022
Q4 		$606K Buy
10,731
+3,480
+48% +$187K 0.25% 81
2022
Q3 		$353K Buy
7,251
+920
+15% +$50.5K 0.17% 105
2022
Q2 		$346K Buy
+6,331
New +$383K 0.16% 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

Allegheny Financial Group's SCZ Position: Q2 2026 in Review

Allegheny Financial Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.9% in Q2 2026, selling an estimated $109K and leaving 17,658 shares worth $1.45M. The position accounts for 0.15% of the portfolio, ranked #81.

Allegheny Financial Group first reported a position in SCZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.49M in Q1 2026. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Allegheny Financial Group held 17,658 shares of iShares MSCI EAFE Small-Cap ETF worth $1.45M as of Q2 2026.
  • Allegheny Financial Group sold 1,306 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $109K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.15% of Allegheny Financial Group's portfolio in Q2 2026, its #81 holding.
  • Allegheny Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Allegheny Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $1.49M in Q1 2026.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.