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Droms Strauss Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Droms Strauss 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 		$2.57M Sell
31,194
-957
-3% -$80.1K 0.58% 30
2026
Q1 		$2.52M Sell
32,151
-2,318
-7% -$188K 0.66% 29
2025
Q4 		$2.67M Buy
34,469
+248
+0.7% +$19K 0.7% 28
2025
Q3 		$2.63M Sell
34,221
-2,108
-6% -$158K 0.76% 26
2025
Q2 		$2.64M Buy
36,329
+3,012
+9% +$204K 0.81% 26
2025
Q1 		$2.12M Buy
33,317
+252
+0.8% +$15.9K 0.73% 26
2024
Q4 		$2.01M Buy
33,065
+755
+2% +$48K 0.66% 27
2024
Q3 		$2.19M Sell
32,310
-563
-2% -$36.2K 0.77% 23
2024
Q2 		$2.03M Sell
32,873
-425
-1% -$26.6K 0.73% 23
2024
Q1 		$2.11M Buy
33,298
+395
+1% +$24.2K 0.77% 21
2023
Q4 		$2.04M Sell
32,903
-250
-0.8% -$14.3K 0.79% 21
2023
Q3 		$1.87M Buy
33,153
+133
+0.4% +$7.85K 0.81% 20
2023
Q2 		$1.93M Buy
33,020
+672
+2% +$40.2K 0.81% 21
2023
Q1 		$1.93M Sell
32,348
-941
-3% -$55.9K 0.87% 20
2022
Q4 		$1.88M Sell
33,289
-12,526
-27% -$672K 0.86% 20
2022
Q3 		$2.24M Buy
45,815
+14,875
+48% +$816K 1.11% 17
2022
Q2 		$1.69M Buy
30,940
+3,761
+14% +$228K 0.85% 18
2022
Q1 		$1.83M Sell
27,179
-47
-0.2% -$3.19K 0.92% 13
2021
Q4 		$1.99M Buy
27,226
+414
+2% +$30.7K 0.88% 15
2021
Q3 		$2M Sell
26,812
-5,188
-16% -$395K 0.96% 15
2021
Q2 		$2.38M Buy
32,000
+1,799
+6% +$135K 1.12% 14
2021
Q1 		$2.17M Sell
30,201
-486
-2% -$34.5K 1.07% 16
2020
Q4 		$2.09M Sell
30,687
-181
-0.6% -$11.4K 1.21% 13
2020
Q3 		$1.82M Sell
30,868
-1,031
-3% -$59.1K 1.08% 15
2020
Q2 		$1.71M Sell
31,899
-22,649
-42% -$1.14M 1.17% 14
2020
Q1 		$2.45M Sell
54,548
-40,605
-43% -$2.26M 2.03% 11
2019
Q4 		$5.93M Buy
95,153
+6,150
+7% +$370K 4.4% 8
2019
Q3 		$5.1M Sell
89,003
-2,694
-3% -$152K 4.1% 9
2019
Q2 		$5.27M Buy
91,697
+6,347
+7% +$366K 3.92% 9
2019
Q1 		$4.91M Sell
85,350
-1,913
-2% -$107K 3.8% 8
2018
Q4 		$4.52M Buy
+87,263
New +$4.89M 4.19% 9

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Droms Strauss Advisors's SCZ Position: Q2 2026 in Review

Droms Strauss Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3% in Q2 2026, selling an estimated $80.1K and leaving 31,194 shares worth $2.57M. The position accounts for 0.58% of the portfolio, ranked #30.

Droms Strauss Advisors first reported a position in SCZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.93M in Q4 2019. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Droms Strauss Advisors held 31,194 shares of iShares MSCI EAFE Small-Cap ETF worth $2.57M as of Q2 2026.
  • Droms Strauss Advisors sold 957 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $80.1K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.58% of Droms Strauss Advisors's portfolio in Q2 2026, its #30 holding.
  • Droms Strauss Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Droms Strauss Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $5.93M in Q4 2019.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.