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Essential Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Essential Partners’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 		– Sell
-64
Closed -$5.02K – 2944
2026
Q1 		$5.02K Buy
64
+27
+73% +$2.19K ﹤0.01% 1572
2025
Q4 		$2.87K Hold
37
– – ﹤0.01% 1665
2025
Q3 		$2.84K Hold
37
– – ﹤0.01% 1662
2025
Q2 		$2.69K Buy
+37
New +$2.5K ﹤0.01% 1235

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

Essential Partners's SCZ Position: Q2 2026 in Review

Essential Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 64 shares — an estimated $5.02K sold.

Essential Partners first reported a position in SCZ in Q2 2025 and held it in 4 quarters. The position peaked at $5.02K in Q1 2026. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Essential Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Essential Partners sold 64 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $5.02K.
  • Essential Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and held it in 4 quarters.
  • Essential Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $5.02K in Q1 2026.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.