Arkadios Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Arkadios Wealth 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	$1.25M	Buy	15,182 +221	+1%	+$18.5K	0.02%	731
2026 Q1	$1.17M	Buy	14,961 +11,183	+296%	+$909K	0.02%	713
2025 Q4	$293K	Buy	3,778 +447	+13%	+$34.3K	0.01%	1264
2025 Q3	$256K	Buy	+3,331	New	+$249K	0.01%	1225
2021 Q2	–	Sell	-185	Closed	-$13K	–	2024
2021 Q1	$13K	Buy	+185	New	+$13.1K	﹤0.01%	1110

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

Arkadios Wealth Advisors's SCZ Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.5% in Q2 2026, buying an estimated $18.5K and bringing the position to 15,182 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #731.

Arkadios Wealth Advisors first reported a position in SCZ in Q1 2021 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Arkadios Wealth Advisors held 15,182 shares of iShares MSCI EAFE Small-Cap ETF worth $1.25M as of Q2 2026.
Arkadios Wealth Advisors bought 221 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $18.5K.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #731 holding.
Arkadios Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 5 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.