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

Clearstead 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 		$1.33M Buy
16,133
+163
+1% +$13.7K 0.01% 481
2026
Q1 		$1.25M Buy
15,970
+68
+0.4% +$5.53K 0.01% 461
2025
Q4 		$1.23M Buy
15,902
+25
+0.2% +$1.92K 0.02% 419
2025
Q3 		$1.22M Sell
15,877
-675
-4% -$50.5K 0.02% 407
2025
Q2 		$1.2M Buy
16,552
+429
+3% +$29K 0.02% 402
2025
Q1 		$1.02M Sell
16,123
-275
-2% -$17.4K 0.02% 404
2024
Q4 		$996K Buy
16,398
+21
+0.1% +$1.34K 0.02% 410
2024
Q3 		$1.11M Hold
16,377
– – 0.02% 402
2024
Q2 		$1.01M Sell
16,377
-1,069
-6% -$67K 0.02% 393
2024
Q1 		$1.11M Buy
17,446
+10
+0.1% +$612 0.06% 216
2023
Q4 		$1.08M Sell
17,436
-2,224
-11% -$127K 0.06% 217
2023
Q3 		$1.11M Buy
19,660
+3,355
+21% +$198K 0.07% 191
2023
Q2 		$962K Buy
16,305
+180
+1% +$10.8K 0.06% 207
2023
Q1 		$960K Sell
16,125
-23,015
-59% -$1.37M 0.07% 179
2022
Q4 		$2.21M Buy
39,140
+14,840
+61% +$797K 0.17% 105
2022
Q3 		$1.19M Buy
24,300
+5,327
+28% +$292K 0.11% 146
2022
Q2 		$1.04M Buy
18,973
+7,467
+65% +$452K 0.08% 170
2022
Q1 		$763K Sell
11,506
-11,192
-49% -$760K 0.05% 213
2021
Q4 		$1.66M Buy
22,698
+14,097
+164% +$1.05M 0.11% 143
2021
Q3 		$640K Hold
8,601
– – 0.05% 215
2021
Q2 		$638K Buy
8,601
+10
+0.1% +$750 0.05% 201
2021
Q1 		$617K Buy
8,591
+1
+0% +$71 0.05% 201
2020
Q4 		$587K Buy
8,590
+2,217
+35% +$140K 0.05% 194
2020
Q3 		$376K Hold
6,373
– – 0.04% 215
2020
Q2 		$342K Sell
6,373
-749
-11% -$37.7K 0.04% 210
2020
Q1 		$319K Buy
+7,122
New +$396K 0.05% 193
2019
Q1 		– Sell
-4,716
Closed -$244K – 264
2018
Q4 		$244K Buy
+4,716
New +$264K 0.04% 223

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

Clearstead Advisors's SCZ Position: Q2 2026 in Review

Clearstead Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1% in Q2 2026, buying an estimated $13.7K and bringing the position to 16,133 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #481.

Clearstead Advisors first reported a position in SCZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.21M in Q4 2022. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Clearstead Advisors held 16,133 shares of iShares MSCI EAFE Small-Cap ETF worth $1.33M as of Q2 2026.
  • Clearstead Advisors bought 163 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $13.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #481 holding.
  • Clearstead Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • Clearstead Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $2.21M in Q4 2022.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.