Essex Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Essex Financial Services’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	$275K	Buy	3,340 +193	+6%	+$16.2K	0.01%	681
2026 Q1	$247K	Sell	3,147 -55	-2%	-$4.47K	0.01%	678
2025 Q4	$248K	Hold	3,202	–	–	0.01%	672
2025 Q3	$246K	Hold	3,202	–	–	0.01%	634
2025 Q2	$233K	Buy	+3,202	New	+$217K	0.02%	620
2022 Q2	–	Sell	-3,116	Closed	-$207K	–	518
2022 Q1	$207K	Sell	3,116 -446	-13%	-$30.3K	0.02%	475
2021 Q4	$260K	Buy	3,562 +39	+1%	+$2.9K	0.03%	398
2021 Q3	$262K	Buy	3,523 +281	+9%	+$21.4K	0.03%	373
2021 Q2	$240K	Buy	+3,242	New	+$243K	0.03%	385
2018 Q2	–	Sell	-5,244	Closed	-$342K	–	336
2018 Q1	$342K	Buy	+5,244	New	+$346K	0.07%	245
2017 Q3	–	Sell	-4,800	Closed	-$278K	–	331
2017 Q2	$278K	Buy	+4,800	New	+$274K	0.06%	282

Other funds holding SCZ

TWIM

TIAA Wealth Investment Management New York $15B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Essex Financial Services's SCZ Position: Q2 2026 in Review

Essex Financial Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.1% in Q2 2026, buying an estimated $16.2K and bringing the position to 3,340 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #681.

Essex Financial Services first reported a position in SCZ in Q2 2017 and has held it in 11 quarters since. The position peaked at $342K in Q1 2018. 553 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Essex Financial Services held 3,340 shares of iShares MSCI EAFE Small-Cap ETF worth $275K as of Q2 2026.
Essex Financial Services bought 193 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $16.2K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #681 holding.
Essex Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and has held it in 11 quarters since.
Essex Financial Services's iShares MSCI EAFE Small-Cap ETF position peaked at $342K in Q1 2018.
553 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.