Annis Gardner Whiting Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-2,111	Closed	-$166K	–	1082
2026 Q1	$166K	Hold	2,111	–	–	0.03%	332
2025 Q4	$164K	Hold	2,111	–	–	0.03%	316
2025 Q3	$162K	Hold	2,111	–	–	0.03%	295
2025 Q2	$153K	Sell	2,111 -470	-18%	-$31.8K	0.05%	241
2025 Q1	$164K	Sell	2,581 -2,056	-44%	-$130K	0.07%	205
2024 Q4	$282K	Buy	+4,637	New	+$295K	0.08%	182
2023 Q4	–	Sell	-127	Closed	-$7.17K	–	719
2023 Q3	$7.17K	Buy	+127	New	+$7.49K	﹤0.01%	495

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

Annis Gardner Whiting Capital Advisors's SCZ Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 2,111 shares — an estimated $166K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SCZ in Q3 2023 and held it in 7 quarters. The position peaked at $282K in Q4 2024. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 2,111 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $166K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and held it in 7 quarters.
Annis Gardner Whiting Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $282K in Q4 2024.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.