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

Evanson Financial’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	$1.72M	Buy	+20,966	New	+$1.76M	0.08%	104

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

Evanson Financial's SCZ Position: Q2 2026 in Review

Evanson Financial opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 20,966 shares worth $1.72M. The stake represents 0.08% of the portfolio and ranks #104 among its holdings.

766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Evanson Financial held 20,966 shares of iShares MSCI EAFE Small-Cap ETF worth $1.72M as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new Evanson Financial position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.08% of Evanson Financial's portfolio in Q2 2026, its #104 holding.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.