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 Q2	$5.65M	Buy	68,728 +2,249	+3%	+$188K	0.49%	47
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 $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

Cascade Financial Partners's SCZ Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.4% in Q2 2026, buying an estimated $188K and bringing the position to 68,728 shares worth $5.65M. The position accounts for 0.49% of the portfolio, ranked #47.

Cascade Financial Partners first reported a position in SCZ in Q1 2024 and has held it in 10 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Cascade Financial Partners held 68,728 shares of iShares MSCI EAFE Small-Cap ETF worth $5.65M as of Q2 2026.
Cascade Financial Partners bought 2,249 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $188K.
iShares MSCI EAFE Small-Cap ETF made up 0.49% of Cascade Financial Partners's portfolio in Q2 2026, its #47 holding.
Cascade Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.