Avantax Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Avantax Advisory Services’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
2025 Q2	$53.9M	Buy	741,134 +16,753	+2%	+$1.13M	0.3%	51
2025 Q1	$46M	Buy	724,381 +43,730	+6%	+$2.76M	0.28%	50
2024 Q4	$41.3M	Buy	680,651 +10,247	+2%	+$652K	0.26%	50
2024 Q3	$45.4M	Buy	670,404 +14,015	+2%	+$902K	0.3%	46
2024 Q2	$40.5M	Buy	656,389 +92,303	+16%	+$5.79M	0.29%	46
2024 Q1	$35.7M	Buy	564,086 +34,584	+7%	+$2.12M	0.32%	40
2023 Q4	$32.8M	Buy	529,502 +24,473	+5%	+$1.4M	0.33%	35
2023 Q3	$28.5M	Buy	505,029 +29,479	+6%	+$1.74M	0.32%	37
2023 Q2	$28M	Buy	475,550 +19,909	+4%	+$1.19M	0.32%	36
2023 Q1	$27.1M	Sell	455,641 -6,831	-1%	-$406K	0.33%	33
2022 Q4	$26.1M	Buy	462,472 +44,653	+11%	+$2.4M	0.35%	34
2022 Q3	$20.4M	Buy	417,819 +25,922	+7%	+$1.42M	0.31%	39
2022 Q2	$21.4M	Sell	391,897 -15,148	-4%	-$917K	0.32%	40
2022 Q1	$27M	Buy	407,045 +43,374	+12%	+$2.95M	0.37%	35
2021 Q4	$26.6M	Buy	363,671 +14,684	+4%	+$1.09M	0.4%	32
2021 Q3	$26M	Buy	348,987 +38,969	+13%	+$2.97M	0.43%	30
2021 Q2	$23M	Buy	310,018 +65,097	+27%	+$4.89M	0.42%	30
2021 Q1	$17.6M	Buy	244,921 +39,437	+19%	+$2.8M	0.38%	43
2020 Q4	$14M	Sell	205,484 -15,590	-7%	-$984K	0.33%	50
2020 Q3	$13M	Buy	221,074 +21,790	+11%	+$1.25M	0.21%	84
2020 Q2	$10.7M	Sell	199,284 -22,679	-10%	-$1.14M	0.31%	54
2020 Q1	$9.96M	Buy	221,963 +59,803	+37%	+$3.32M	0.3%	55
2019 Q4	$10.1M	Buy	162,160 +141,474	+684%	+$8.5M	0.23%	68
2019 Q3	$1.18M	Buy	20,686 +2,191	+12%	+$124K	0.05%	188
2019 Q2	$1.06M	Buy	18,495 +6,601	+55%	+$381K	0.05%	184
2019 Q1	$683K	Buy	11,894 +2,622	+28%	+$147K	0.04%	232
2018 Q4	$484K	Buy	+9,272	New	+$519K	0.08%	230

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's SCZ Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.3% in Q2 2025, buying an estimated $1.13M and bringing the position to 741,134 shares worth $53.9M. The position accounts for 0.3% of the portfolio, ranked #51.

Avantax Advisory Services first reported a position in SCZ in Q4 2018 and has held it in 27 quarters since. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

Avantax Advisory Services held 741,134 shares of iShares MSCI EAFE Small-Cap ETF worth $53.9M as of Q2 2025.
Avantax Advisory Services bought 16,753 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $1.13M.
iShares MSCI EAFE Small-Cap ETF made up 0.3% of Avantax Advisory Services's portfolio in Q2 2025, its #51 holding.
Avantax Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 27 quarters since.
714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.