Bedel Financial Consulting’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bedel Financial Consulting’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	$872K	Buy	10,604 +9	+0.1%	+$754	0.08%	123
2026 Q1	$831K	Sell	10,595 -100	-0.9%	-$8.13K	0.09%	120
2025 Q4	$829K	Buy	+10,695	New	+$820K	0.09%	122
2022 Q2	–	Sell	-67	Closed	-$4K	–	758
2022 Q1	$4K	Hold	67	–	–	﹤0.01%	806
2021 Q4	$5K	Hold	67	–	–	﹤0.01%	791
2021 Q3	$5K	Sell	67 -118	-64%	-$8.98K	﹤0.01%	782
2021 Q2	$14K	Buy	185 +1	+0.5%	+$75	﹤0.01%	615
2021 Q1	$13K	Sell	184 -9	-5%	-$639	0.01%	596
2020 Q4	$13K	Buy	193 +1	+0.5%	+$63	0.01%	519
2020 Q3	$11K	Buy	192 +67	+54%	+$3.84K	0.01%	508
2020 Q2	$7K	Buy	125 +2	+2%	+$101	﹤0.01%	540
2020 Q1	$6K	Hold	123	–	–	﹤0.01%	554
2019 Q4	$8K	Buy	123 +2	+2%	+$120	﹤0.01%	541
2019 Q3	$7K	Sell	121 -224	-65%	-$12.7K	﹤0.01%	534
2019 Q2	$20K	Buy	345 +2	+0.6%	+$115	0.01%	397
2019 Q1	$20K	Buy	343 +119	+53%	+$6.67K	0.01%	395
2018 Q4	$12K	Hold	224	–	–	0.01%	436
2018 Q3	$13K	Buy	+224	New	+$14K	0.01%	446

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Bedel Financial Consulting's SCZ Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.08% in Q2 2026, buying an estimated $754 and bringing the position to 10,604 shares worth $872K. The position accounts for 0.08% of the portfolio, ranked #123.

Bedel Financial Consulting first reported a position in SCZ in Q3 2018 and has held it in 18 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Bedel Financial Consulting held 10,604 shares of iShares MSCI EAFE Small-Cap ETF worth $872K as of Q2 2026.
Bedel Financial Consulting bought 9 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $754.
iShares MSCI EAFE Small-Cap ETF made up 0.08% of Bedel Financial Consulting's portfolio in Q2 2026, its #123 holding.
Bedel Financial Consulting first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and has held it in 18 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.