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

EverSource 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	$40.9K	Sell	497 -101	-17%	-$8.46K	﹤0.01%	1906
2026 Q1	$46.9K	Buy	598 +100	+20%	+$8.13K	﹤0.01%	1936
2025 Q4	$38.6K	Hold	498	–	–	﹤0.01%	1932
2025 Q3	$38.2K	Hold	498	–	–	﹤0.01%	1905
2025 Q2	$36.2K	Sell	498 -661	-57%	-$44.7K	﹤0.01%	1841
2025 Q1	$73.6K	Sell	1,159 -224	-16%	-$14.2K	﹤0.01%	1045
2024 Q4	$84K	Buy	1,383 +640	+86%	+$40.7K	﹤0.01%	963
2024 Q3	$50.3K	Sell	743 -162	-18%	-$10.4K	﹤0.01%	1069
2024 Q2	$58.6K	Buy	905 +275	+44%	+$17.2K	﹤0.01%	1014
2024 Q1	$38.6K	Buy	630 +600	+2,000%	+$36.7K	﹤0.01%	1084
2023 Q4	$1.86K	Hold	30	–	–	﹤0.01%	2192
2023 Q3	$1.69K	Buy	+30	New	+$1.77K	﹤0.01%	2063
2022 Q2	–	Sell	-173	Closed	-$11K	–	1868
2022 Q1	$11K	Sell	173 -2,058	-92%	-$140K	﹤0.01%	947
2021 Q4	$163K	Buy	+2,231	New	+$166K	0.05%	254

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

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

EverSource Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 17% in Q2 2026, selling an estimated $8.46K and leaving 497 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

EverSource Wealth Advisors first reported a position in SCZ in Q4 2021 and has held it in 14 quarters since. The position peaked at $163K in Q4 2021. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

EverSource Wealth Advisors held 497 shares of iShares MSCI EAFE Small-Cap ETF worth $40.9K as of Q2 2026.
EverSource Wealth Advisors sold 101 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $8.46K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1906 holding.
EverSource Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $163K in Q4 2021.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.