Braun-Bostich & Associates’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Braun-Bostich & Associates’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	$460K	Sell	5,590 -146	-3%	-$12.2K	0.26%	68
2026 Q1	$450K	Sell	5,736 -247	-4%	-$20.1K	0.28%	61
2025 Q4	$464K	Sell	5,983 -49	-0.8%	-$3.76K	0.29%	63
2025 Q3	$463K	Sell	6,032 -263	-4%	-$19.7K	0.29%	64
2025 Q2	$458K	Sell	6,295 -4,434	-41%	-$300K	0.31%	61
2025 Q1	$682K	Buy	10,729 +2,393	+29%	+$151K	0.5%	48
2024 Q4	$506K	Buy	8,336 +1,138	+16%	+$72.4K	0.36%	52
2024 Q3	$487K	Buy	+7,198	New	+$463K	0.34%	54

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

Braun-Bostich & Associates's SCZ Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.5% in Q2 2026, selling an estimated $12.2K and leaving 5,590 shares worth $460K. The position accounts for 0.26% of the portfolio, ranked #68.

Braun-Bostich & Associates first reported a position in SCZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $682K in Q1 2025. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Braun-Bostich & Associates held 5,590 shares of iShares MSCI EAFE Small-Cap ETF worth $460K as of Q2 2026.
Braun-Bostich & Associates sold 146 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $12.2K.
iShares MSCI EAFE Small-Cap ETF made up 0.26% of Braun-Bostich & Associates's portfolio in Q2 2026, its #68 holding.
Braun-Bostich & Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Braun-Bostich & Associates's iShares MSCI EAFE Small-Cap ETF position peaked at $682K in Q1 2025.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.