Cascade Financial Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Cascade Financial Partners’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 Q1	$5.21M	Buy	66,479 +3,879	+6%	+$315K	0.54%	44
2025 Q4	$4.85M	Sell	62,600 -1,057	-2%	-$81K	0.49%	44
2025 Q3	$4.88M	Sell	63,657 -410	-0.6%	-$30.7K	0.56%	35
2025 Q2	$4.66M	Buy	64,067 +1,265	+2%	+$85.6K	0.56%	35
2025 Q1	$3.99M	Sell	62,802 -293	-0.5%	-$18.5K	0.5%	40
2024 Q4	$3.83M	Buy	63,095 +2,363	+4%	+$150K	0.5%	41
2024 Q3	$3.91M	Sell	60,732 -209	-0.3%	-$13.4K	0.49%	37
2024 Q2	$3.76M	Sell	60,941 -399	-0.7%	-$25K	0.49%	36
2024 Q1	$3.78M	Buy	+61,340	New	+$3.75M	0.54%	36

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cascade Financial Partners's SCZ Position: Q1 2026 in Review

Cascade Financial Partners increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.2% in Q1 2026, buying an estimated $315K and bringing the position to 66,479 shares worth $5.21M. The position accounts for 0.54% of the portfolio, ranked #44.

Cascade Financial Partners first reported a position in SCZ in Q1 2024 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Cascade Financial Partners held 66,479 shares of iShares MSCI EAFE Small-Cap ETF worth $5.21M as of Q1 2026.
Cascade Financial Partners bought 3,879 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $315K.
iShares MSCI EAFE Small-Cap ETF made up 0.54% of Cascade Financial Partners's portfolio in Q1 2026, its #44 holding.
Cascade Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.