Envestnet Portfolio Solutions’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Envestnet Portfolio Solutions’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	$21.7M	Buy	263,593 +62,812	+31%	+$5.26M	0.1%	124
2026 Q1	$15.7M	Sell	200,781 -2,361	-1%	-$192K	0.09%	136
2025 Q4	$15.7M	Buy	203,142 +1,997	+1%	+$153K	0.06%	175
2025 Q3	$15.4M	Buy	201,145 +30,674	+18%	+$2.29M	0.06%	169
2025 Q2	$12.4M	Sell	170,471 -105,816	-38%	-$7.16M	0.05%	194
2025 Q1	$17.6M	Sell	276,287 -10,666	-4%	-$674K	0.07%	141
2024 Q4	$17.4M	Sell	286,953 -26,149	-8%	-$1.66M	0.06%	153
2024 Q3	$21.2M	Buy	313,102 +6,489	+2%	+$418K	0.07%	137
2024 Q2	$18.9M	Buy	306,613 +4,863	+2%	+$305K	0.07%	139
2024 Q1	$19.1M	Buy	301,750 +56,315	+23%	+$3.44M	0.07%	137
2023 Q4	$15.2M	Sell	245,435 -18,753	-7%	-$1.07M	0.06%	152
2023 Q3	$14.9M	Buy	+264,188	New	+$15.6M	0.07%	139

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

Envestnet Portfolio Solutions's SCZ Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 31% in Q2 2026, buying an estimated $5.26M and bringing the position to 263,593 shares worth $21.7M. The position accounts for 0.1% of the portfolio, ranked #124.

Envestnet Portfolio Solutions first reported a position in SCZ in Q3 2023 and has held it in 12 quarters since. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Envestnet Portfolio Solutions held 263,593 shares of iShares MSCI EAFE Small-Cap ETF worth $21.7M as of Q2 2026.
Envestnet Portfolio Solutions bought 62,812 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $5.26M.
iShares MSCI EAFE Small-Cap ETF made up 0.1% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #124 holding.
Envestnet Portfolio Solutions first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.