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Atomi Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Atomi Financial Group’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 		$1.71M Sell
20,774
-386
-2% -$32.3K 0.04% 314
2026
Q1 		$1.66M Buy
21,160
+8,917
+73% +$725K 0.05% 285
2025
Q4 		$949K Buy
12,243
+246
+2% +$18.9K 0.03% 430
2025
Q3 		$920K Sell
11,997
-424
-3% -$31.7K 0.03% 404
2025
Q2 		$903K Sell
12,421
-502
-4% -$34K 0.03% 372
2025
Q1 		$821K Sell
12,923
-4,618
-26% -$292K 0.04% 366
2024
Q4 		$1.07M Buy
17,541
+7,421
+73% +$472K 0.05% 255
2024
Q3 		$685K Buy
10,120
+1,467
+17% +$94.4K 0.04% 347
2024
Q2 		$533K Sell
8,653
-4,794
-36% -$301K 0.04% 372
2024
Q1 		$852K Buy
13,447
+6,157
+84% +$377K 0.08% 214
2023
Q4 		$451K Buy
7,290
+137
+2% +$7.83K 0.06% 299
2023
Q3 		$404K Buy
+7,153
New +$422K 0.13% 182

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

Atomi Financial Group's SCZ Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.8% in Q2 2026, selling an estimated $32.3K and leaving 20,774 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #314.

Atomi Financial Group first reported a position in SCZ in Q3 2023 and has held it in 12 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Atomi Financial Group held 20,774 shares of iShares MSCI EAFE Small-Cap ETF worth $1.71M as of Q2 2026.
  • Atomi Financial Group sold 386 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $32.3K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #314 holding.
  • Atomi Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.