American Financial & Tax Strategies’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

American Financial & Tax Strategies’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	$2.22M	Hold	26,959	–	–	1%	34
2026 Q1	$2.11M	Sell	26,959 -257	-0.9%	-$20.9K	1.03%	32
2025 Q4	$2.11M	Sell	27,216 -4,000	-13%	-$307K	1.05%	31
2025 Q3	$2.39M	Sell	31,216 -410	-1%	-$30.7K	1.2%	29
2025 Q2	$2.3M	Sell	31,626 -590	-2%	-$39.9K	1.19%	31
2025 Q1	$2.05M	Sell	32,216 -956	-3%	-$60.4K	1.1%	32
2024 Q4	$2.02M	Hold	33,172	–	–	1.04%	34
2024 Q3	$2.25M	Sell	33,172 -204	-0.6%	-$13.1K	1.14%	33
2024 Q2	$2.06M	Sell	33,376 -106	-0.3%	-$6.65K	1.08%	34
2024 Q1	$2.12M	Buy	33,482 +131	+0.4%	+$8.01K	1.14%	33
2023 Q4	$2.06M	Buy	+33,351	New	+$1.9M	1.18%	32

Other funds holding SCZ

BlackRock New York $6.73T AUM 46.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

American Financial & Tax Strategies's SCZ Position: Q2 2026 in Review

American Financial & Tax Strategies held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 26,959 shares worth $2.22M. The position accounts for 1% of the portfolio, ranked #34.

American Financial & Tax Strategies first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q3 2025. 504 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

American Financial & Tax Strategies held 26,959 shares of iShares MSCI EAFE Small-Cap ETF worth $2.22M as of Q2 2026.
American Financial & Tax Strategies left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 1% of American Financial & Tax Strategies's portfolio in Q2 2026, its #34 holding.
American Financial & Tax Strategies first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's iShares MSCI EAFE Small-Cap ETF position peaked at $2.39M in Q3 2025.
504 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.