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American Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

American Financial Advisors’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 		$2.1M Sell
25,551
-5,517
-18% -$462K 0.25% 45
2026
Q1 		$2.44M Sell
31,068
-2,917
-9% -$237K 0.33% 37
2025
Q4 		$2.63M Sell
33,985
-8,087
-19% -$620K 0.34% 35
2025
Q3 		$3.23M Sell
42,072
-29,048
-41% -$2.17M 0.42% 33
2025
Q2 		$5.17M Sell
71,120
-6,960
-9% -$471K 0.72% 28
2025
Q1 		$4.96M Sell
78,080
-7,218
-8% -$456K 0.72% 28
2024
Q4 		$5.18M Sell
85,298
-19,286
-18% -$1.23M 0.73% 28
2024
Q3 		$7.08M Sell
104,584
-24,431
-19% -$1.57M 0.97% 26
2024
Q2 		$7.95M Sell
129,015
-78,710
-38% -$4.93M 1.13% 23
2024
Q1 		$13.2M Sell
207,725
-9,092
-4% -$556K 1.85% 18
2023
Q4 		$13.4M Sell
216,817
-19,159
-8% -$1.09M 1.99% 18
2023
Q3 		$13.3M Sell
235,976
-63,029
-21% -$3.72M 2.1% 17
2023
Q2 		$17.6M Sell
299,005
-130,922
-30% -$7.83M 2.76% 14
2023
Q1 		$25.6M Sell
429,927
-19,693
-4% -$1.17M 4.17% 9
2022
Q4 		$25.4M Sell
449,620
-12,302
-3% -$660K 4.3% 8
2022
Q3 		$22.5M Sell
461,922
-4,556
-1% -$250K 3.89% 10
2022
Q2 		$25.5M Sell
466,478
-1,248
-0.3% -$75.5K 6.76% 5
2022
Q1 		$31M Buy
467,726
+15,739
+3% +$1.07M 4.31% 6
2021
Q4 		$33M Sell
451,987
-19,735
-4% -$1.47M 4.2% 6
2021
Q3 		$35.1M Buy
471,722
+59,710
+14% +$4.54M 4.69% 5
2021
Q2 		$30.6M Buy
412,012
+15,246
+4% +$1.14M 4.21% 6
2021
Q1 		$28.5M Buy
396,766
+58,755
+17% +$4.17M 4.23% 5
2020
Q4 		$23.1M Sell
338,011
-1,297
-0.4% -$81.8K 3.3% 10
2020
Q3 		$20M Sell
339,308
-15,372
-4% -$881K 3.25% 10
2020
Q2 		$19.8M Buy
354,680
+1,451
+0.4% +$73.1K 3.17% 14
2020
Q1 		$17M Sell
353,229
-58,102
-14% -$3.23M 3.04% 13
2019
Q4 		$23.4M Buy
411,331
+25,111
+7% +$1.51M 4.1% 5
2019
Q3 		$22.1M Buy
386,220
+22,218
+6% +$1.26M 4.18% 7
2019
Q2 		$20.9M Buy
364,002
+42,359
+13% +$2.45M 4.08% 7
2019
Q1 		$18.5M Sell
321,643
-52,225
-14% -$2.93M 3.77% 8
2018
Q4 		$19.4M Buy
+373,868
New +$20.9M 4.25% 8

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

American Financial Advisors's SCZ Position: Q2 2026 in Review

American Financial Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 18% in Q2 2026, selling an estimated $462K and leaving 25,551 shares worth $2.1M. The position accounts for 0.25% of the portfolio, ranked #45.

American Financial Advisors first reported a position in SCZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $35.1M in Q3 2021. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • American Financial Advisors held 25,551 shares of iShares MSCI EAFE Small-Cap ETF worth $2.1M as of Q2 2026.
  • American Financial Advisors sold 5,517 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $462K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.25% of American Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • American Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • American Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $35.1M in Q3 2021.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.