Fee-Only Financial Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fee-Only Financial 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	$276K	Hold	3,350	–	–	0.15%	36
2026 Q1	$263K	Hold	3,350	–	–	0.16%	38
2025 Q4	$260K	Hold	3,350	–	–	0.15%	37
2025 Q3	$257K	Hold	3,350	–	–	0.15%	36
2025 Q2	$243K	Hold	3,350	–	–	0.15%	36
2025 Q1	$213K	Hold	3,350	–	–	0.15%	40
2024 Q4	$204K	Hold	3,350	–	–	0.13%	40
2024 Q3	$227K	Hold	3,350	–	–	0.15%	40
2024 Q2	$206K	Hold	3,350	–	–	0.14%	39
2024 Q1	$212K	Hold	3,350	–	–	0.14%	38
2023 Q4	$207K	Buy	+3,350	New	+$191K	0.15%	40

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

Fee-Only Financial Planning's SCZ Position: Q2 2026 in Review

Fee-Only Financial Planning held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 3,350 shares worth $276K. The position accounts for 0.15% of the portfolio, ranked #36.

Fee-Only Financial Planning first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Fee-Only Financial Planning held 3,350 shares of iShares MSCI EAFE Small-Cap ETF worth $276K as of Q2 2026.
Fee-Only Financial Planning left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.15% of Fee-Only Financial Planning's portfolio in Q2 2026, its #36 holding.
Fee-Only Financial Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.