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

Beam 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 		$6.67M Buy
81,014
+39,447
+95% +$3.3M 1.47% 16
2026
Q1 		$3.26M Buy
41,567
+3,255
+8% +$265K 0.81% 32
2025
Q4 		$2.97M Buy
38,312
+2,206
+6% +$169K 0.82% 36
2025
Q3 		$2.77M Buy
36,106
+1,661
+5% +$124K 0.75% 37
2025
Q2 		$2.5M Buy
34,445
+13,303
+63% +$900K 0.75% 36
2025
Q1 		$1.34M Buy
21,142
+1,470
+7% +$92.9K 0.45% 53
2024
Q4 		$1.2M Buy
19,672
+2,106
+12% +$134K 0.38% 56
2024
Q3 		$1.19M Buy
17,566
+1,107
+7% +$71.2K 0.36% 55
2024
Q2 		$1.01M Buy
+16,459
New +$1.03M 0.34% 56
2022
Q4 		– Sell
-10,251
Closed -$500K – 115
2022
Q3 		$500K Buy
10,251
+812
+9% +$44.5K 0.56% 56
2022
Q2 		$515K Buy
+9,439
New +$571K 0.57% 57
2021
Q4 		– Sell
-9,701
Closed -$722K – 134
2021
Q3 		$722K Buy
9,701
+779
+9% +$59.3K 0.62% 51
2021
Q2 		$662K Buy
+8,922
New +$670K 0.57% 57
2020
Q1 		– Sell
-8,819
Closed -$549K – 171
2019
Q4 		$549K Buy
+8,819
New +$530K 0.51% 62

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

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

Beam Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 95% in Q2 2026, buying an estimated $3.3M and bringing the position to 81,014 shares worth $6.67M. The position accounts for 1.47% of the portfolio, ranked #16.

Beam Wealth Advisors first reported a position in SCZ in Q4 2019 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Beam Wealth Advisors held 81,014 shares of iShares MSCI EAFE Small-Cap ETF worth $6.67M as of Q2 2026.
  • Beam Wealth Advisors bought 39,447 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $3.3M.
  • iShares MSCI EAFE Small-Cap ETF made up 1.47% of Beam Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Beam Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 14 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.