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 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 $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

Claris Advisors's SCZ Position: Q1 2026 in Review

Claris Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 2,890 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #63.

Claris Advisors first reported a position in SCZ in Q4 2021 and has held it in 7 quarters since. The position peaked at $257K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Claris Advisors held 2,890 shares of iShares MSCI EAFE Small-Cap ETF worth $227K as of Q1 2026.
Claris Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.07% of Claris Advisors's portfolio in Q1 2026, its #63 holding.
Claris Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 7 quarters since.
Claris Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $257K in Q4 2021.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.