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Arvest Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Arvest Investments’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 		$8.1M Buy
98,417
+3,839
+4% +$321K 0.98% 30
2026
Q1 		$7.42M Sell
94,578
-687
-0.7% -$55.9K 1.01% 27
2025
Q4 		$7.39M Sell
95,265
-1,042
-1% -$79.9K 1.04% 28
2025
Q3 		$7.39M Sell
96,307
-2,145
-2% -$160K 1.06% 25
2025
Q2 		$7.16M Sell
98,452
-2,140
-2% -$145K 1.08% 24
2025
Q1 		$6.39M Buy
100,592
+262
+0.3% +$16.6K 1.01% 28
2024
Q4 		$6.1M Sell
100,330
-578
-0.6% -$36.8K 0.97% 28
2024
Q3 		$6.83M Sell
100,908
-27
-0% -$1.74K 1.03% 25
2024
Q2 		$6.22M Buy
+100,935
New +$6.33M 1% 25

Other funds holding SCZ

WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Arvest Investments's SCZ Position: Q2 2026 in Review

Arvest Investments increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.1% in Q2 2026, buying an estimated $321K and bringing the position to 98,417 shares worth $8.1M. The position accounts for 0.98% of the portfolio, ranked #30.

Arvest Investments first reported a position in SCZ in Q2 2024 and has held it in 9 quarters since. 376 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Arvest Investments held 98,417 shares of iShares MSCI EAFE Small-Cap ETF worth $8.1M as of Q2 2026.
  • Arvest Investments bought 3,839 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $321K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.98% of Arvest Investments's portfolio in Q2 2026, its #30 holding.
  • Arvest Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.