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Concord Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Concord Wealth 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 		$5.02K Buy
+61
New +$5.11K ﹤0.01% 661
2023
Q4 		– Sell
-9
Closed -$508 – 994
2023
Q3 		$508 Hold
9
– – ﹤0.01% 982
2023
Q2 		$531 Buy
+9
New +$538 ﹤0.01% 990

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

Concord Wealth Partners's SCZ Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 61 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SCZ as recently as Q3 2023.

Concord Wealth Partners first reported a position in SCZ in Q2 2023 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Concord Wealth Partners held 61 shares of iShares MSCI EAFE Small-Cap ETF worth $5.02K as of Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #661 holding.
  • Concord Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and has held it in 3 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.