AlphaCore Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

AlphaCore Capital’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	$160K	Buy	1,945 +1,239	+175%	+$104K	﹤0.01%	1147
2026 Q1	$55.4K	Buy	706 +47	+7%	+$3.82K	﹤0.01%	999
2025 Q4	$51.1K	Buy	+659	New	+$50.5K	﹤0.01%	1155
2025 Q2	–	Sell	-3,523	Closed	-$224K	–	1086
2025 Q1	$224K	Buy	+3,523	New	+$223K	0.02%	419
2024 Q1	–	Sell	-2,035	Closed	-$126K	–	339
2023 Q4	$126K	Hold	2,035	–	–	0.02%	242
2023 Q3	$115K	Hold	2,035	–	–	0.02%	235
2023 Q2	$120K	Hold	2,035	–	–	0.02%	213
2023 Q1	$121K	Buy	2,035 +1,874	+1,164%	+$111K	0.03%	144
2022 Q4	$9.09K	Buy	+161	New	+$8.64K	﹤0.01%	138

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

AlphaCore Capital's SCZ Position: Q2 2026 in Review

AlphaCore Capital increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 175% in Q2 2026, buying an estimated $104K and bringing the position to 1,945 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

AlphaCore Capital first reported a position in SCZ in Q4 2022 and has held it in 9 quarters since. The position peaked at $224K in Q1 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

AlphaCore Capital held 1,945 shares of iShares MSCI EAFE Small-Cap ETF worth $160K as of Q2 2026.
AlphaCore Capital bought 1,239 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $104K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1147 holding.
AlphaCore Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 9 quarters since.
AlphaCore Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $224K in Q1 2025.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.