CA
SCZ icon

Continuum Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Continuum Advisory’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 		$1.46M Buy
17,714
+412
+2% +$34.5K 0.12% 155
2026
Q1 		$1.36M Sell
17,302
-553
-3% -$45K 0.13% 149
2025
Q4 		$1.38M Sell
17,855
-1,897
-10% -$145K 0.14% 138
2025
Q3 		$1.52M Sell
19,752
-79
-0.4% -$5.91K 0.16% 125
2025
Q2 		$1.44M Buy
19,831
+156
+0.8% +$10.6K 0.17% 121
2025
Q1 		$1.25M Buy
19,675
+1,072
+6% +$67.7K 0.16% 126
2024
Q4 		$1.13M Buy
18,603
+435
+2% +$27.7K 0.14% 141
2024
Q3 		$1.13M Buy
18,168
+716
+4% +$46.1K 0.14% 148
2024
Q2 		$1.08M Buy
17,452
+82
+0.5% +$5.14K 0.16% 140
2024
Q1 		$1.11M Buy
17,370
+507
+3% +$31K 0.17% 140
2023
Q4 		$1.04M Buy
16,863
+402
+2% +$23K 0.15% 167
2023
Q3 		$930K Buy
16,461
+731
+5% +$43.1K 0.15% 172
2023
Q2 		$928K Sell
15,730
-123
-0.8% -$7.36K 0.15% 173
2023
Q1 		$943K Buy
15,853
+708
+5% +$42K 0.16% 158
2022
Q4 		$855K Buy
15,145
+86
+0.6% +$4.62K 0.15% 167
2022
Q3 		$735K Buy
15,059
+1,022
+7% +$56K 0.13% 182
2022
Q2 		$766K Buy
14,037
+385
+3% +$23.3K 0.14% 180
2022
Q1 		$842K Buy
13,652
+542
+4% +$36.8K 0.16% 160
2021
Q4 		$958K Buy
13,110
+248
+2% +$18.4K 0.22% 109
2021
Q3 		$957K Buy
+12,862
New +$979K 0.26% 94
2018
Q3 		– Sell
-8,256
Closed -$518K – 164
2018
Q2 		$518K Sell
8,256
-1,126
-12% -$73.7K 0.38% 68
2018
Q1 		$612K Sell
9,382
-1,232
-12% -$81.3K 0.51% 54
2017
Q4 		$685K Buy
10,614
+475
+5% +$29.9K 0.52% 41
2017
Q3 		$629K Buy
10,139
+1,709
+20% +$102K 0.55% 45
2017
Q2 		$488K Buy
8,430
+1,465
+21% +$83.5K 0.48% 51
2017
Q1 		$377K Buy
+6,965
New +$366K 0.45% 64

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

Continuum Advisory's SCZ Position: Q2 2026 in Review

Continuum Advisory increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.4% in Q2 2026, buying an estimated $34.5K and bringing the position to 17,714 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #155.

Continuum Advisory first reported a position in SCZ in Q1 2017 and has held it in 26 quarters since. The position peaked at $1.52M in Q3 2025. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Continuum Advisory held 17,714 shares of iShares MSCI EAFE Small-Cap ETF worth $1.46M as of Q2 2026.
  • Continuum Advisory bought 412 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $34.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.12% of Continuum Advisory's portfolio in Q2 2026, its #155 holding.
  • Continuum Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and has held it in 26 quarters since.
  • Continuum Advisory's iShares MSCI EAFE Small-Cap ETF position peaked at $1.52M in Q3 2025.
  • 770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.