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

Concurrent Investment 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	$3.45M	Buy	41,895 +13,354	+47%	+$1.12M	0.03%	540
2026 Q1	$2.24M	Sell	28,541 -1,401	-5%	-$114K	0.02%	574
2025 Q4	$2.32M	Buy	29,942 +27,087	+949%	+$2.08M	0.03%	526
2025 Q3	$219K	Buy	+2,855	New	+$214K	﹤0.01%	1308

Other funds holding SCZ

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

Concurrent Investment Advisors's SCZ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 47% in Q2 2026, buying an estimated $1.12M and bringing the position to 41,895 shares worth $3.45M. The position accounts for 0.03% of the portfolio, ranked #540.

Concurrent Investment Advisors first reported a position in SCZ in Q3 2025 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Concurrent Investment Advisors held 41,895 shares of iShares MSCI EAFE Small-Cap ETF worth $3.45M as of Q2 2026.
Concurrent Investment Advisors bought 13,354 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.12M.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #540 holding.
Concurrent Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
410 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.