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Eagle Strategies’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Eagle Strategies’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 		$3.27M Buy
39,702
+1,603
+4% +$134K 0.32% 70
2026
Q1 		$2.99M Buy
38,099
+2,106
+6% +$171K 0.36% 66
2025
Q4 		$2.79M Sell
35,993
-204
-0.6% -$15.6K 0.36% 61
2025
Q3 		$2.78M Sell
36,197
-103
-0.3% -$7.71K 0.37% 60
2025
Q2 		$2.64M Buy
36,300
+1,258
+4% +$85.1K 0.4% 54
2025
Q1 		$2.23M Buy
35,042
+423
+1% +$26.7K 0.39% 52
2024
Q4 		$2.1M Buy
34,619
+3,196
+10% +$203K 0.36% 61
2024
Q3 		$2.13M Sell
31,423
-795
-2% -$51.2K 0.38% 59
2024
Q2 		$1.99M Buy
32,218
+28,829
+851% +$1.81M 0.38% 61
2024
Q1 		$215K Sell
3,389
-29,251
-90% -$1.79M 0.05% 248
2023
Q4 		$2.02M Sell
32,640
-1,960
-6% -$112K 0.43% 52
2023
Q3 		$1.95M Sell
34,600
-471
-1% -$27.8K 0.48% 49
2023
Q2 		$2.07M Sell
35,071
-4,432
-11% -$265K 0.5% 47
2023
Q1 		$2.35M Sell
39,503
-12,659
-24% -$752K 0.59% 46
2022
Q4 		$2.95M Sell
52,162
-16,375
-24% -$879K 0.88% 31
2022
Q3 		$3.34M Sell
68,537
-9,660
-12% -$530K 1.75% 17
2022
Q2 		$4.27M Buy
78,197
+72,529
+1,280% +$4.39M 1.56% 18
2022
Q1 		$376K Sell
5,668
-7,338
-56% -$498K 0.15% 99
2021
Q4 		$951K Buy
+13,006
New +$966K 0.37% 59

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

Eagle Strategies's SCZ Position: Q2 2026 in Review

Eagle Strategies increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.2% in Q2 2026, buying an estimated $134K and bringing the position to 39,702 shares worth $3.27M. The position accounts for 0.32% of the portfolio, ranked #70.

Eagle Strategies first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.27M in Q2 2022. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Eagle Strategies held 39,702 shares of iShares MSCI EAFE Small-Cap ETF worth $3.27M as of Q2 2026.
  • Eagle Strategies bought 1,603 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $134K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.32% of Eagle Strategies's portfolio in Q2 2026, its #70 holding.
  • Eagle Strategies first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's iShares MSCI EAFE Small-Cap ETF position peaked at $4.27M in Q2 2022.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.