Discipline Wealth Solutions’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Discipline Wealth Solutions’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	$443K	Sell	5,380 -101	-2%	-$8.46K	0.04%	136
2026 Q1	$430K	Buy	5,481 +126	+2%	+$10.2K	0.05%	124
2025 Q4	$415K	Sell	5,355 -1,642	-23%	-$126K	0.08%	114
2025 Q3	$537K	Buy	6,997 +2,283	+48%	+$171K	0.14%	94
2025 Q2	$343K	Buy	+4,714	New	+$319K	0.13%	75
2024 Q4	–	Sell	-3,160	Closed	-$214K	–	81
2024 Q3	$214K	Buy	+3,160	New	+$203K	0.11%	67

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

Discipline Wealth Solutions's SCZ Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.8% in Q2 2026, selling an estimated $8.46K and leaving 5,380 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #136.

Discipline Wealth Solutions first reported a position in SCZ in Q3 2024 and has held it in 6 quarters since. The position peaked at $537K in Q3 2025. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Discipline Wealth Solutions held 5,380 shares of iShares MSCI EAFE Small-Cap ETF worth $443K as of Q2 2026.
Discipline Wealth Solutions sold 101 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $8.46K.
iShares MSCI EAFE Small-Cap ETF made up 0.04% of Discipline Wealth Solutions's portfolio in Q2 2026, its #136 holding.
Discipline Wealth Solutions first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 6 quarters since.
Discipline Wealth Solutions's iShares MSCI EAFE Small-Cap ETF position peaked at $537K in Q3 2025.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.