Benjamin Edwards Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Benjamin Edwards Inc’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	$208K	Sell	2,528 -28	-1%	-$2.35K	﹤0.01%	1368
2026 Q1	$200K	Sell	2,556 -25,091	-91%	-$2.04M	﹤0.01%	1313
2025 Q4	$2.14M	Sell	27,647 -724	-3%	-$55.5K	0.02%	482
2025 Q3	$2.18M	Sell	28,371 -1,041	-4%	-$77.9K	0.02%	472
2025 Q2	$2.14M	Buy	29,412 +24	+0.1%	+$1.62K	0.03%	446
2025 Q1	$1.87M	Buy	29,388 +1,260	+4%	+$79.6K	0.03%	434
2024 Q4	$1.71M	Sell	28,128 -28	-0.1%	-$1.78K	0.02%	471
2024 Q3	$1.91M	Buy	+28,156	New	+$1.81M	0.03%	445
2024 Q2	–	Sell	-23	Closed	-$1K	–	767
2024 Q1	$1K	Buy	+23	New	+$1.41K	﹤0.01%	703
2022 Q3	–	Sell	-83	Closed	-$5K	–	737
2022 Q2	$5K	Buy	+83	New	+$5.02K	﹤0.01%	624

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

Benjamin Edwards Inc's SCZ Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.1% in Q2 2026, selling an estimated $2.35K and leaving 2,528 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Benjamin Edwards Inc first reported a position in SCZ in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.18M in Q3 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Benjamin Edwards Inc held 2,528 shares of iShares MSCI EAFE Small-Cap ETF worth $208K as of Q2 2026.
Benjamin Edwards Inc sold 28 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $2.35K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1368 holding.
Benjamin Edwards Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 10 quarters since.
Benjamin Edwards Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $2.18M in Q3 2025.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.