AAS
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Annex Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Annex Advisory Services’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 		– Sell
-3,170
Closed -$249K – 391
2026
Q1 		$249K Sell
3,170
-241
-7% -$19.6K ﹤0.01% 327
2025
Q4 		$264K Buy
3,411
+92
+3% +$7.05K 0.01% 304
2025
Q3 		$255K Sell
3,319
-133
-4% -$9.95K 0.01% 273
2025
Q2 		$251K Sell
3,452
-473
-12% -$32K 0.01% 277
2025
Q1 		$249K Sell
3,925
-407
-9% -$25.7K 0.01% 265
2024
Q4 		$263K Sell
4,332
-1,115
-20% -$70.9K 0.01% 267
2024
Q3 		$369K Sell
5,447
-1,077
-17% -$69.3K 0.01% 211
2024
Q2 		$402K Sell
6,524
-4,420
-40% -$277K 0.01% 200
2024
Q1 		$693K Sell
10,944
-13,881
-56% -$849K 0.02% 154
2023
Q4 		$1.54M Buy
+24,825
New +$1.42M 0.06% 105
2023
Q3 		– Sell
-6,594
Closed -$389K – 267
2023
Q2 		$389K Sell
6,594
-1,372
-17% -$82.1K 0.02% 164
2023
Q1 		$474K Sell
7,966
-758
-9% -$45K 0.03% 142
2022
Q4 		$493K Buy
8,724
+4,619
+113% +$248K 0.03% 152
2022
Q3 		$200K Sell
4,105
-4,245
-51% -$233K 0.01% 224
2022
Q2 		$456K Buy
+8,350
New +$505K 0.03% 154

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Annex Advisory Services's SCZ Position: Q2 2026 in Review

Annex Advisory Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 3,170 shares — an estimated $249K sold.

Annex Advisory Services first reported a position in SCZ in Q2 2022 and held it in 15 quarters. The position peaked at $1.54M in Q4 2023. 139 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Annex Advisory Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 3,170 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $249K.
  • Annex Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and held it in 15 quarters.
  • Annex Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $1.54M in Q4 2023.
  • 139 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.