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Embree Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Embree Financial Group’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 		$362K Sell
4,403
-244
-5% -$20.4K 0.04% 202
2026
Q1 		$364K Sell
4,647
-3
-0.1% -$244 0.04% 180
2025
Q4 		$361K Sell
4,650
-60
-1% -$4.6K 0.04% 173
2025
Q3 		$361K Sell
4,710
-680
-13% -$50.9K 0.05% 163
2025
Q2 		$392K Sell
5,390
-374
-6% -$25.3K 0.06% 147
2025
Q1 		$366K Sell
5,764
-47
-0.8% -$2.97K 0.06% 148
2024
Q4 		$353K Sell
5,811
-2,177
-27% -$138K 0.06% 143
2024
Q3 		$541K Sell
7,988
-106
-1% -$6.82K 0.1% 112
2024
Q2 		$499K Sell
8,094
-1,197
-13% -$75K 0.1% 111
2024
Q1 		$588K Sell
9,291
-1,027
-10% -$62.8K 0.12% 105
2023
Q4 		$639K Buy
+10,318
New +$589K 0.13% 92

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

Embree Financial Group's SCZ Position: Q2 2026 in Review

Embree Financial Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.3% in Q2 2026, selling an estimated $20.4K and leaving 4,403 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #202.

Embree Financial Group first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $639K in Q4 2023. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Embree Financial Group held 4,403 shares of iShares MSCI EAFE Small-Cap ETF worth $362K as of Q2 2026.
  • Embree Financial Group sold 244 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $20.4K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of Embree Financial Group's portfolio in Q2 2026, its #202 holding.
  • Embree Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $639K in Q4 2023.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.