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Beaumont Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Beaumont Financial 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
Q1 		– Sell
-3,157
Closed -$245K – 391
2025
Q4 		$245K Sell
3,157
-720
-19% -$55.2K 0.02% 328
2025
Q3 		$297K Sell
3,877
-690
-15% -$51.6K 0.02% 315
2025
Q2 		$332K Sell
4,567
-350
-7% -$23.7K 0.02% 280
2025
Q1 		$312K Hold
4,917
– – 0.02% 282
2024
Q4 		$299K Sell
4,917
-452
-8% -$28.8K 0.02% 293
2024
Q3 		$363K Sell
5,369
-32
-0.6% -$2.06K 0.03% 251
2024
Q2 		$333K Buy
5,401
+452
+9% +$28.3K 0.03% 259
2024
Q1 		$313K Buy
4,949
+540
+12% +$33K 0.03% 271
2023
Q4 		$273K Sell
4,409
-150
-3% -$8.57K 0.02% 282
2023
Q3 		$257K Sell
4,559
-369
-7% -$21.8K 0.03% 273
2023
Q2 		$291K Buy
+4,928
New +$295K 0.03% 269
2023
Q1 		– Sell
-4,259
Closed -$241K – 335
2022
Q4 		$241K Buy
+4,259
New +$229K 0.02% 284
2022
Q3 		– Sell
-4,073
Closed -$222K – 320
2022
Q2 		$222K Sell
4,073
-2,465
-38% -$149K 0.02% 279
2022
Q1 		$434K Buy
6,538
+2,088
+47% +$142K 0.03% 230
2021
Q4 		$325K Sell
4,450
-400
-8% -$29.7K 0.02% 264
2021
Q3 		$361K Sell
4,850
-9,167
-65% -$698K 0.03% 248
2021
Q2 		$1.04M Sell
14,017
-4,855
-26% -$364K 0.08% 139
2021
Q1 		$1.36M Buy
18,872
+14,377
+320% +$1.02M 0.12% 115
2020
Q4 		$307K Sell
4,495
-250
-5% -$15.8K 0.03% 258
2020
Q3 		$280K Buy
4,745
+345
+8% +$19.8K 0.03% 266
2020
Q2 		$236K Sell
4,400
-2,108
-32% -$106K 0.02% 254
2020
Q1 		$292K Sell
6,508
-3,298
-34% -$183K 0.04% 188
2019
Q4 		$611K Buy
9,806
+3,011
+44% +$181K 0.06% 164
2019
Q3 		$389K Buy
6,795
+2,557
+60% +$144K 0.04% 189
2019
Q2 		$243K Buy
+4,238
New +$245K 0.03% 216

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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beaumont Financial Advisors's SCZ Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2026, closing a stake of 3,157 shares — an estimated $245K sold.

Beaumont Financial Advisors first reported a position in SCZ in Q2 2019 and held it in 25 quarters. The position peaked at $1.36M in Q1 2021. 764 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Beaumont Financial Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 3,157 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $245K.
  • Beaumont Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and held it in 25 quarters.
  • Beaumont Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.36M in Q1 2021.
  • 764 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.