DHJJ Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

DHJJ Financial 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	$3.29K	Hold	40	–	–	﹤0.01%	703
2026 Q1	$3.14K	Hold	40	–	–	﹤0.01%	705
2025 Q4	$3.1K	Hold	40	–	–	﹤0.01%	678
2025 Q3	$3.07K	Hold	40	–	–	﹤0.01%	662
2025 Q2	$2.91K	Hold	40	–	–	﹤0.01%	657
2025 Q1	$2.54K	Hold	40	–	–	﹤0.01%	627
2024 Q4	$2.43K	Hold	40	–	–	﹤0.01%	600
2024 Q3	$2.71K	Sell	40 -16	-29%	-$1.03K	﹤0.01%	582
2024 Q2	$3.45K	Hold	56	–	–	﹤0.01%	526
2024 Q1	$3.55K	Hold	56	–	–	﹤0.01%	518
2023 Q4	$3.47K	Hold	56	–	–	﹤0.01%	515
2023 Q3	$3.16K	Buy	+56	New	+$3.3K	﹤0.01%	518

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

DHJJ Financial Advisors's SCZ Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 40 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

DHJJ Financial Advisors first reported a position in SCZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.55K in Q1 2024. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

DHJJ Financial Advisors held 40 shares of iShares MSCI EAFE Small-Cap ETF worth $3.29K as of Q2 2026.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #703 holding.
DHJJ Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $3.55K in Q1 2024.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.