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

Bestgate 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	$294K	Sell	3,575 -585	-14%	-$49K	0.47%	37
2026 Q1	$326K	Sell	4,160 -732	-15%	-$59.5K	0.59%	35
2025 Q4	$379K	Buy	4,892 +400	+9%	+$30.7K	0.67%	34
2025 Q3	$345K	Buy	4,492 +134	+3%	+$10K	0.61%	38
2025 Q2	$277K	Hold	4,358	–	–	0.57%	40
2025 Q1	$277K	Hold	4,358	–	–	0.57%	40
2024 Q4	$265K	Buy	+4,358	New	+$277K	0.53%	45

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

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

Bestgate Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 14% in Q2 2026, selling an estimated $49K and leaving 3,575 shares worth $294K. The position accounts for 0.47% of the portfolio, ranked #37.

Bestgate Wealth Advisors first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $379K in Q4 2025. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Bestgate Wealth Advisors held 3,575 shares of iShares MSCI EAFE Small-Cap ETF worth $294K as of Q2 2026.
Bestgate Wealth Advisors sold 585 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $49K.
iShares MSCI EAFE Small-Cap ETF made up 0.47% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Bestgate Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Bestgate Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $379K in Q4 2025.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.