EWA
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Encompass Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Encompass Wealth 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 		$7.73M Buy
93,904
+4,525
+5% +$379K 2.35% 11
2026
Q1 		$7.01M Buy
89,379
+1,933
+2% +$157K 2.44% 10
2025
Q4 		$6.78M Buy
87,446
+4,774
+6% +$366K 2.31% 11
2025
Q3 		$6.34M Buy
82,672
+1,625
+2% +$122K 2.16% 11
2025
Q2 		$5.89M Buy
81,047
+2,978
+4% +$202K 2.16% 11
2025
Q1 		$4.96M Buy
78,069
+5,390
+7% +$340K 2.02% 12
2024
Q4 		$4.42M Buy
72,679
+4,614
+7% +$293K 1.78% 12
2024
Q3 		$4.61M Buy
68,065
+1,508
+2% +$97K 1.15% 17
2024
Q2 		$4.1M Buy
66,557
+1,178
+2% +$73.9K 1.09% 19
2024
Q1 		$4.14M Buy
65,379
+623
+1% +$38.1K 1.1% 17
2023
Q4 		$4.01M Buy
64,756
+3,937
+6% +$225K 1.2% 18
2023
Q3 		$3.43M Buy
60,819
+3,527
+6% +$208K 1.14% 18
2023
Q2 		$3.38M Buy
57,292
+1,157
+2% +$69.2K 1.1% 19
2023
Q1 		$3.34M Sell
56,135
-143
-0.3% -$8.49K 1.14% 19
2022
Q4 		$3.18M Sell
56,278
-338
-0.6% -$18.1K 1.16% 22
2022
Q3 		$2.76M Buy
56,616
+638
+1% +$35K 1.05% 20
2022
Q2 		$3.06M Sell
55,978
-14,736
-21% -$892K 1.08% 22
2022
Q1 		$4.69M Buy
70,714
+2,767
+4% +$188K 1.18% 20
2021
Q4 		$4.97M Buy
67,947
+7,778
+13% +$578K 1.21% 19
2021
Q3 		$4.48M Buy
60,169
+1,279
+2% +$97.3K 1.17% 20
2021
Q2 		$4.37M Sell
58,890
-2,083
-3% -$156K 1.07% 21
2021
Q1 		$4.47M Buy
60,973
+21,117
+53% +$1.5M 1.14% 17
2020
Q4 		$2.72M Buy
+39,856
New +$2.52M 1.57% 11

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

Encompass Wealth Advisors's SCZ Position: Q2 2026 in Review

Encompass Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.1% in Q2 2026, buying an estimated $379K and bringing the position to 93,904 shares worth $7.73M. The position accounts for 2.35% of the portfolio, ranked #11.

Encompass Wealth Advisors first reported a position in SCZ in Q4 2020 and has held it in 23 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Encompass Wealth Advisors held 93,904 shares of iShares MSCI EAFE Small-Cap ETF worth $7.73M as of Q2 2026.
  • Encompass Wealth Advisors bought 4,525 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $379K.
  • iShares MSCI EAFE Small-Cap ETF made up 2.35% of Encompass Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Encompass Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.