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Beaird Harris Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Beaird Harris Wealth Management’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 		$482K Sell
5,861
-456
-7% -$38.2K 0.03% 100
2026
Q1 		$495K Hold
6,317
– – 0.03% 93
2025
Q4 		$490K Sell
6,317
-175
-3% -$13.4K 0.03% 95
2025
Q3 		$498K Sell
6,492
-16
-0.2% -$1.2K 0.04% 94
2025
Q2 		$473K Sell
6,508
-125
-2% -$8.46K 0.04% 92
2025
Q1 		$421K Hold
6,633
– – 0.04% 90
2024
Q4 		$403K Sell
6,633
-67
-1% -$4.26K 0.03% 95
2024
Q3 		$454K Sell
6,700
-188
-3% -$12.1K 0.04% 95
2024
Q2 		$425K Sell
6,888
-450
-6% -$28.2K 0.04% 86
2024
Q1 		$465K Sell
7,338
-42
-0.6% -$2.57K 0.05% 76
2023
Q4 		$457K Sell
7,380
-936
-11% -$53.5K 0.05% 70
2023
Q3 		$470K Hold
8,316
– – 0.06% 61
2023
Q2 		$490K Sell
8,316
-3,235
-28% -$193K 0.06% 60
2023
Q1 		$687K Sell
11,551
-45
-0.4% -$2.67K 0.12% 47
2022
Q4 		$655K Hold
11,596
– – 0.12% 45
2022
Q3 		$566K Sell
11,596
-295
-2% -$16.2K 0.12% 49
2022
Q2 		$649K Buy
11,891
+115
+1% +$6.96K 0.18% 41
2022
Q1 		$781K Sell
11,776
-475
-4% -$32.3K 0.28% 37
2021
Q4 		$895K Buy
+12,251
New +$910K 0.33% 42

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

Beaird Harris Wealth Management's SCZ Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.2% in Q2 2026, selling an estimated $38.2K and leaving 5,861 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #100.

Beaird Harris Wealth Management first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $895K in Q4 2021. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Beaird Harris Wealth Management held 5,861 shares of iShares MSCI EAFE Small-Cap ETF worth $482K as of Q2 2026.
  • Beaird Harris Wealth Management sold 456 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $38.2K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Beaird Harris Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $895K in Q4 2021.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.