Diversify Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Diversify Wealth Management’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	$277K	Buy	3,323 +10	+0.3%	+$837	﹤0.01%	1082
2026 Q1	$271K	Buy	3,313 +256	+8%	+$20.8K	﹤0.01%	997
2025 Q4	$244K	Buy	3,057 +18	+0.6%	+$1.38K	0.01%	560
2025 Q3	$231K	Hold	3,039	–	–	0.01%	500
2025 Q2	$228K	Sell	3,039 -238	-7%	-$16.1K	0.01%	498
2025 Q1	$219K	Sell	3,277 -155	-5%	-$9.79K	0.02%	482
2024 Q4	$204K	Sell	3,432 -90	-3%	-$5.72K	0.02%	490
2024 Q3	$224K	Buy	+3,522	New	+$227K	0.02%	440

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

Diversify Wealth Management's SCZ Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.3% in Q2 2026, buying an estimated $837 and bringing the position to 3,323 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Diversify Wealth Management first reported a position in SCZ in Q3 2024 and has held it in 8 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Diversify Wealth Management held 3,323 shares of iShares MSCI EAFE Small-Cap ETF worth $277K as of Q2 2026.
Diversify Wealth Management bought 10 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $837.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1082 holding.
Diversify Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.