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

Aptus 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 		$4.32M Buy
52,518
+2,417
+5% +$202K 0.03% 392
2026
Q1 		$3.93M Buy
50,101
+519
+1% +$42.2K 0.03% 381
2025
Q4 		$3.84M Buy
49,582
+14,641
+42% +$1.12M 0.03% 355
2025
Q3 		$2.68M Buy
34,941
+6
+0% +$449 0.02% 391
2025
Q2 		$2.54M Buy
34,935
+1,507
+5% +$102K 0.02% 384
2025
Q1 		$2.12M Buy
33,428
+3,659
+12% +$231K 0.02% 386
2024
Q4 		$1.81M Buy
29,769
+12,133
+69% +$772K 0.02% 412
2024
Q3 		$1.19M Buy
17,636
+2,412
+16% +$155K 0.02% 380
2024
Q2 		$938K Buy
15,224
+4,567
+43% +$286K 0.02% 404
2024
Q1 		$675K Buy
10,657
+10,003
+1,530% +$612K 0.01% 453
2023
Q4 		$40.5K Sell
654
-965
-60% -$55.1K ﹤0.01% 697
2023
Q3 		$91.4K Buy
1,619
+901
+125% +$53.2K ﹤0.01% 629
2023
Q2 		$42.3K Sell
718
-4
-0.6% -$239 ﹤0.01% 602
2023
Q1 		$43K Buy
722
+147
+26% +$8.73K ﹤0.01% 574
2022
Q4 		$32.5K Sell
575
-7
-1% -$376 ﹤0.01% 622
2022
Q3 		$28K Buy
582
+9
+2% +$494 ﹤0.01% 596
2022
Q2 		$31K Sell
573
-1
-0.2% -$61 ﹤0.01% 509
2022
Q1 		$38K Buy
574
+2
+0.3% +$136 ﹤0.01% 528
2021
Q4 		$42K Hold
572
– – ﹤0.01% 435
2021
Q3 		$43K Buy
572
+377
+193% +$28.7K ﹤0.01% 423
2021
Q2 		$14K Buy
195
+187
+2,338% +$14K ﹤0.01% 479
2021
Q1 		$1K Hold
8
– – ﹤0.01% 511
2020
Q4 		$0 Sell
8
-374
-98% -$23.6K ﹤0.01% 523
2020
Q3 		$22K Sell
382
-553
-59% -$31.7K ﹤0.01% 389
2020
Q2 		$50K Hold
935
– – ﹤0.01% 326
2020
Q1 		$41K Hold
935
– – ﹤0.01% 321
2019
Q4 		$58K Buy
935
+187
+25% +$11.2K ﹤0.01% 387
2019
Q3 		$42K Buy
+748
New +$42.3K ﹤0.01% 400

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

Aptus Capital Advisors's SCZ Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.8% in Q2 2026, buying an estimated $202K and bringing the position to 52,518 shares worth $4.32M. The position accounts for 0.03% of the portfolio, ranked #392.

Aptus Capital Advisors first reported a position in SCZ in Q3 2019 and has held it in 28 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Aptus Capital Advisors held 52,518 shares of iShares MSCI EAFE Small-Cap ETF worth $4.32M as of Q2 2026.
  • Aptus Capital Advisors bought 2,417 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $202K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #392 holding.
  • Aptus Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.