D.J. St. Germain’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

D.J. St. Germain’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	$66.3K	Buy	806 +450	+126%	+$37.7K	﹤0.01%	436
2026 Q1	$27.9K	Hold	356	–	–	﹤0.01%	529
2025 Q4	$27.6K	Hold	356	–	–	﹤0.01%	541
2025 Q3	$27.3K	Hold	356	–	–	﹤0.01%	539
2025 Q2	$25.9K	Hold	356	–	–	﹤0.01%	543
2025 Q1	$22.6K	Hold	356	–	–	﹤0.01%	491
2024 Q4	$21.6K	Hold	356	–	–	﹤0.01%	518
2024 Q3	$24.1K	Hold	356	–	–	﹤0.01%	457
2024 Q2	$21.9K	Hold	356	–	–	﹤0.01%	462
2024 Q1	$22.5K	Hold	356	–	–	﹤0.01%	469
2023 Q4	$22K	Hold	356	–	–	﹤0.01%	468
2023 Q3	$20.1K	Hold	356	–	–	﹤0.01%	461
2023 Q2	$21K	Buy	+356	New	+$21.3K	﹤0.01%	465

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

D.J. St. Germain's SCZ Position: Q2 2026 in Review

D.J. St. Germain increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 126% in Q2 2026, buying an estimated $37.7K and bringing the position to 806 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

D.J. St. Germain first reported a position in SCZ in Q2 2023 and has held it in 13 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

D.J. St. Germain held 806 shares of iShares MSCI EAFE Small-Cap ETF worth $66.3K as of Q2 2026.
D.J. St. Germain bought 450 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $37.7K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #436 holding.
D.J. St. Germain first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.