CVA Family Office’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

CVA Family Office’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	$9.87K	Hold	120	–	–	﹤0.01%	1025
2026 Q1	$9.41K	Hold	120	–	–	﹤0.01%	1011
2025 Q4	$9.3K	Hold	120	–	–	﹤0.01%	806
2025 Q3	$9.21K	Hold	120	–	–	﹤0.01%	817
2025 Q2	$8.72K	Hold	120	–	–	﹤0.01%	823
2025 Q1	$7.62K	Hold	120	–	–	﹤0.01%	836
2024 Q4	$7.29K	Hold	120	–	–	﹤0.01%	837
2024 Q3	$8.12K	Hold	120	–	–	﹤0.01%	786
2024 Q2	$7.4K	Hold	120	–	–	﹤0.01%	782
2024 Q1	$7.6K	Hold	120	–	–	﹤0.01%	789
2023 Q4	$7.43K	Buy	+120	New	+$6.85K	﹤0.01%	763
2023 Q3	–	Sell	-120	Closed	-$7.08K	–	813
2023 Q2	$7.08K	Hold	120	–	–	﹤0.01%	762
2023 Q1	$7.14K	Hold	120	–	–	﹤0.01%	731
2022 Q4	$6.78K	Hold	120	–	–	﹤0.01%	704
2022 Q3	$6K	Hold	120	–	–	﹤0.01%	704
2022 Q2	$7K	Hold	120	–	–	﹤0.01%	706
2022 Q1	$8K	Hold	120	–	–	﹤0.01%	713
2021 Q4	$9K	Hold	120	–	–	﹤0.01%	669
2021 Q3	$7K	Hold	120	–	–	0.01%	312
2021 Q2	$9K	Hold	120	–	–	﹤0.01%	680
2021 Q1	$9K	Hold	120	–	–	﹤0.01%	541
2020 Q4	$8K	Hold	120	–	–	﹤0.01%	309
2020 Q3	$7K	Hold	120	–	–	0.01%	312
2020 Q2	$6K	Hold	120	–	–	﹤0.01%	281
2020 Q1	$5K	Buy	+120	New	+$6.67K	0.01%	274

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

CVA Family Office's SCZ Position: Q2 2026 in Review

CVA Family Office held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 120 shares worth $9.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

CVA Family Office first reported a position in SCZ in Q1 2020 and has held it in 25 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

CVA Family Office held 120 shares of iShares MSCI EAFE Small-Cap ETF worth $9.87K as of Q2 2026.
CVA Family Office 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 CVA Family Office's portfolio in Q2 2026, its #1025 holding.
CVA Family Office first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.