Bell Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bell Investment 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	$5.76K	Hold	70	–	–	﹤0.01%	922
2026 Q1	$5.49K	Hold	70	–	–	﹤0.01%	925
2025 Q4	$5.43K	Hold	70	–	–	﹤0.01%	940
2025 Q3	$5.37K	Buy	70 +37	+112%	+$2.77K	﹤0.01%	901
2025 Q2	$2.4K	Hold	33	–	–	﹤0.01%	1302
2025 Q1	$2.1K	Hold	33	–	–	﹤0.01%	1293
2024 Q4	$2K	Hold	33	–	–	﹤0.01%	1335
2024 Q3	$2.23K	Hold	33	–	–	﹤0.01%	1310
2024 Q2	$2.04K	Hold	33	–	–	﹤0.01%	1347
2024 Q1	$2.09K	Hold	33	–	–	﹤0.01%	1341
2023 Q4	$2.04K	Hold	33	–	–	﹤0.01%	1316
2023 Q3	$1.86K	Hold	33	–	–	﹤0.01%	1313
2023 Q2	$1.95K	Hold	33	–	–	﹤0.01%	1311
2023 Q1	$1.96K	Hold	33	–	–	﹤0.01%	1273
2022 Q4	$1.86K	Hold	33	–	–	﹤0.01%	1328
2022 Q3	$2K	Hold	33	–	–	﹤0.01%	1205
2022 Q2	$2K	Buy	+33	New	+$2K	﹤0.01%	1227
2021 Q4	$2K	Hold	33	–	–	﹤0.01%	1227
2021 Q3	$2K	Buy	+33	New	+$2.51K	﹤0.01%	1150

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

Bell Investment Advisors's SCZ Position: Q2 2026 in Review

Bell Investment Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 70 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Bell Investment Advisors first reported a position in SCZ in Q3 2021 and has held it in 19 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Bell Investment Advisors held 70 shares of iShares MSCI EAFE Small-Cap ETF worth $5.76K as of Q2 2026.
Bell Investment Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #922 holding.
Bell Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.