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Falcon Wealth Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Falcon Wealth Planning’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 		$1.55M Sell
18,809
-84
-0.4% -$7.04K 0.1% 71
2026
Q1 		$1.48M Sell
18,893
-538
-3% -$43.7K 0.1% 64
2025
Q4 		$1.51M Sell
19,431
-450
-2% -$34.5K 0.13% 62
2025
Q3 		$1.53M Sell
19,881
-3,028
-13% -$227K 0.14% 62
2025
Q2 		$1.67M Sell
22,909
-198
-0.9% -$13.4K 0.17% 54
2025
Q1 		$1.47M Sell
23,107
-6,906
-23% -$436K 0.16% 57
2024
Q4 		$1.82M Sell
30,013
-6,031
-17% -$384K 0.2% 53
2024
Q3 		$2.44M Sell
36,044
-86,597
-71% -$5.57M 0.29% 40
2024
Q2 		$7.56M Sell
122,641
-36,127
-23% -$2.26M 0.98% 21
2024
Q1 		$10.1M Sell
158,768
-57,744
-27% -$3.53M 1.59% 20
2023
Q4 		$13.4M Sell
216,512
-73,352
-25% -$4.19M 2.34% 17
2023
Q3 		$16.4M Buy
289,864
+29,640
+11% +$1.75M 3.55% 14
2023
Q2 		$15.3M Buy
260,224
+17,064
+7% +$1.02M 3.42% 12
2023
Q1 		$14.5M Buy
243,160
+16,324
+7% +$969K 3.61% 12
2022
Q4 		$12.8M Buy
226,836
+16,950
+8% +$910K 3.67% 12
2022
Q3 		$10.2M Buy
209,886
+42,871
+26% +$2.35M 3.39% 12
2022
Q2 		$9.12M Buy
167,015
+12,863
+8% +$778K 3.1% 12
2022
Q1 		$10.2M Buy
154,152
+22,000
+17% +$1.49M 3.2% 13
2021
Q4 		$9.66M Buy
132,152
+11,915
+10% +$885K 3.16% 12
2021
Q3 		$8.95M Buy
120,237
+14,015
+13% +$1.07M 3.4% 12
2021
Q2 		$7.88M Buy
106,222
+7,958
+8% +$597K 3.37% 12
2021
Q1 		$7.06M Buy
98,264
+6,282
+7% +$446K 3.45% 12
2020
Q4 		$6.29M Buy
+91,982
New +$5.8M 3.52% 12

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

Falcon Wealth Planning's SCZ Position: Q2 2026 in Review

Falcon Wealth Planning reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.44% in Q2 2026, selling an estimated $7.04K and leaving 18,809 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #71.

Falcon Wealth Planning first reported a position in SCZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.4M in Q3 2023. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Falcon Wealth Planning held 18,809 shares of iShares MSCI EAFE Small-Cap ETF worth $1.55M as of Q2 2026.
  • Falcon Wealth Planning sold 84 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $7.04K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.1% of Falcon Wealth Planning's portfolio in Q2 2026, its #71 holding.
  • Falcon Wealth Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Falcon Wealth Planning's iShares MSCI EAFE Small-Cap ETF position peaked at $16.4M in Q3 2023.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.