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Capital Investment Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Capital Investment Advisory Services’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 		$99.5K Buy
1,209
+200
+20% +$16.7K 0.01% 812
2026
Q1 		$79.1K Sell
1,009
-41
-4% -$3.33K 0.01% 769
2025
Q4 		$81.4K Buy
1,050
+41
+4% +$3.14K 0.01% 736
2025
Q3 		$77.4K Hold
1,009
– – 0.01% 713
2025
Q2 		$73.3K Buy
1,009
+100
+11% +$6.77K 0.01% 694
2025
Q1 		$57.7K Buy
909
+109
+14% +$6.88K 0.01% 690
2024
Q4 		$48.6K Sell
800
-19
-2% -$1.21K ﹤0.01% 659
2024
Q3 		$55.4K Hold
819
– – 0.01% 666
2024
Q2 		$50.5K Hold
819
– – 0.01% 658
2024
Q1 		$51.9K Buy
819
+8
+1% +$489 0.01% 652
2023
Q4 		$50.2K Sell
811
-29
-3% -$1.66K ﹤0.01% 666
2023
Q3 		$47.4K Buy
840
+10
+1% +$590 ﹤0.01% 633
2023
Q2 		$49K Sell
830
-21
-2% -$1.26K ﹤0.01% 602
2023
Q1 		$50.6K Buy
851
+26
+3% +$1.54K 0.01% 598
2022
Q4 		$46.6K Hold
825
– – 0.01% 621
2022
Q3 		$40K Buy
825
+14
+2% +$768 0.01% 590
2022
Q2 		$44K Hold
811
– – 0.01% 605
2022
Q1 		$54K Hold
811
– – 0.01% 620
2021
Q4 		$59K Hold
811
– – 0.01% 588
2021
Q3 		$60K Buy
811
+21
+3% +$1.6K 0.01% 553
2021
Q2 		$59K Hold
790
– – 0.01% 574
2021
Q1 		$57K Hold
790
– – 0.01% 529
2020
Q4 		$54K Buy
+790
New +$49.9K 0.01% 515
2020
Q2 		– Sell
-500
Closed -$22K – 608
2020
Q1 		$22K Hold
500
– – 0.01% 435
2019
Q4 		$31K Sell
500
-80
-14% -$4.81K 0.01% 417
2019
Q3 		$33K Buy
580
+80
+16% +$4.52K 0.01% 666
2019
Q2 		$29K Hold
500
– – 0.01% 682
2019
Q1 		$29K Hold
500
– – 0.01% 597
2018
Q4 		$26K Buy
+500
New +$28K 0.01% 587

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Investment Advisory Services's SCZ Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 20% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,209 shares worth $99.5K. The position accounts for 0.01% of the portfolio, ranked #812.

Capital Investment Advisory Services first reported a position in SCZ in Q4 2018 and has held it in 29 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Capital Investment Advisory Services held 1,209 shares of iShares MSCI EAFE Small-Cap ETF worth $99.5K as of Q2 2026.
  • Capital Investment Advisory Services bought 200 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $16.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #812 holding.
  • Capital Investment Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.