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

Claris 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	$238K	Hold	2,890	–	–	0.06%	65
2026 Q1	$227K	Hold	2,890	–	–	0.07%	63
2025 Q4	$224K	Buy	2,890 +1	+0%	+$77	0.07%	63
2025 Q3	$210K	Hold	2,889	–	–	0.07%	68
2025 Q2	$210K	Buy	+2,889	New	+$196K	0.07%	68
2024 Q4	–	Sell	-2,887	Closed	-$195K	–	947
2024 Q3	$195K	Buy	+2,887	New	+$186K	0.08%	62
2022 Q2	–	Sell	-3,494	Closed	-$232K	–	46
2022 Q1	$232K	Sell	3,494 -17	-0.5%	-$1.15K	0.25%	42
2021 Q4	$257K	Buy	+3,511	New	+$261K	0.27%	37

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

Claris Advisors's SCZ Position: Q2 2026 in Review

Claris Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 2,890 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #65.

Claris Advisors first reported a position in SCZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $257K in Q4 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Claris Advisors held 2,890 shares of iShares MSCI EAFE Small-Cap ETF worth $238K as of Q2 2026.
Claris Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of Claris Advisors's portfolio in Q2 2026, its #65 holding.
Claris Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 8 quarters since.
Claris Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $257K in Q4 2021.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.