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

Clearstead Trust’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	$1.07K	Hold	13	–	–	﹤0.01%	929
2026 Q1	$1.02K	Sell	13 -134	-91%	-$10.9K	﹤0.01%	936
2025 Q4	$11.4K	Hold	147	–	–	﹤0.01%	560
2025 Q3	$11.3K	Hold	147	–	–	﹤0.01%	565
2025 Q2	$10.7K	Buy	147 +13	+10%	+$880	﹤0.01%	572
2025 Q1	$8.51K	Hold	134	–	–	﹤0.01%	495
2024 Q4	$8.14K	Hold	134	–	–	﹤0.01%	371
2024 Q3	$9.07K	Hold	134	–	–	﹤0.01%	349
2024 Q2	$8.26K	Hold	134	–	–	﹤0.01%	364
2024 Q1	$8.49K	Hold	134	–	–	﹤0.01%	358
2023 Q4	$8.29K	Hold	134	–	–	﹤0.01%	346
2023 Q3	$7.57K	Hold	134	–	–	﹤0.01%	362
2023 Q2	$7.9K	Hold	134	–	–	﹤0.01%	321
2023 Q1	$7.97K	Hold	134	–	–	﹤0.01%	308
2022 Q4	$8K	Hold	134	–	–	﹤0.01%	322
2022 Q3	$7K	Buy	+134	New	+$7.35K	﹤0.01%	309

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

Clearstead Trust's SCZ Position: Q2 2026 in Review

Clearstead Trust held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 13 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Clearstead Trust first reported a position in SCZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.4K in Q4 2025. 768 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Clearstead Trust held 13 shares of iShares MSCI EAFE Small-Cap ETF worth $1.07K as of Q2 2026.
Clearstead Trust left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #929 holding.
Clearstead Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Clearstead Trust's iShares MSCI EAFE Small-Cap ETF position peaked at $11.4K in Q4 2025.
768 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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