Coston McIsaac & Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Coston McIsaac & 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	$24K	Hold	301	–	–	﹤0.01%	451
2026 Q1	$23K	Hold	301	–	–	0.01%	442
2025 Q4	$23K	Hold	301	–	–	0.01%	443
2025 Q3	$23K	Hold	301	–	–	0.01%	420
2025 Q2	$21K	Hold	301	–	–	0.01%	419
2025 Q1	$19K	Hold	301	–	–	0.01%	403
2024 Q4	$18K	Hold	301	–	–	0.01%	405
2024 Q3	$20K	Hold	301	–	–	0.01%	399
2024 Q2	$18K	Hold	301	–	–	0.01%	392
2024 Q1	$19K	Hold	301	–	–	0.01%	394
2023 Q4	$18K	Hold	301	–	–	0.01%	400
2023 Q3	$16K	Hold	301	–	–	0.01%	409
2023 Q2	$17K	Hold	301	–	–	0.01%	434
2023 Q1	$17K	Sell	301 -608	-67%	-$36.1K	0.01%	432
2022 Q4	$51K	Hold	909	–	–	0.02%	258
2022 Q3	$44K	Hold	909	–	–	0.02%	229
2022 Q2	$50K	Buy	+909	New	+$55K	0.03%	133

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

Coston McIsaac & Partners's SCZ Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 301 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Coston McIsaac & Partners first reported a position in SCZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $51K in Q4 2022. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Coston McIsaac & Partners held 301 shares of iShares MSCI EAFE Small-Cap ETF worth $24K as of Q2 2026.
Coston McIsaac & Partners 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 Coston McIsaac & Partners's portfolio in Q2 2026, its #451 holding.
Coston McIsaac & Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $51K in Q4 2022.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.