Elevate Wealth Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Elevate Wealth Advisory’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	$68.9K	Sell	838 -122	-13%	-$10.2K	0.04%	98
2026 Q1	$75.3K	Hold	960	–	–	0.05%	90
2025 Q4	$74.4K	Hold	960	–	–	0.05%	87
2025 Q3	$73.7K	Hold	960	–	–	0.05%	86
2025 Q2	$69.8K	Buy	960 +909	+1,782%	+$61.5K	0.05%	94
2025 Q1	$3.24K	Hold	51	–	–	﹤0.01%	126
2024 Q4	$3.1K	Hold	51	–	–	﹤0.01%	116
2024 Q3	$3.45K	Sell	51 -500	-91%	-$32.2K	﹤0.01%	119
2024 Q2	$34K	Hold	551	–	–	0.03%	91
2024 Q1	$34.9K	Sell	551 -356	-39%	-$21.8K	0.03%	87
2023 Q4	$56.2K	Buy	+907	New	+$51.8K	0.05%	82

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

Elevate Wealth Advisory's SCZ Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 13% in Q2 2026, selling an estimated $10.2K and leaving 838 shares worth $68.9K. The position accounts for 0.04% of the portfolio, ranked #98.

Elevate Wealth Advisory first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $75.3K in Q1 2026. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Elevate Wealth Advisory held 838 shares of iShares MSCI EAFE Small-Cap ETF worth $68.9K as of Q2 2026.
Elevate Wealth Advisory sold 122 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $10.2K.
iShares MSCI EAFE Small-Cap ETF made up 0.04% of Elevate Wealth Advisory's portfolio in Q2 2026, its #98 holding.
Elevate Wealth Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's iShares MSCI EAFE Small-Cap ETF position peaked at $75.3K in Q1 2026.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.