Fi3 Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fi3 Financial 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	$5.21M	Buy	50,162 +47,290	+1,647%	+$3.96M	1.25%	13
2026 Q1	$225K	Sell	2,872 -15,004	-84%	-$1.22M	0.07%	187
2025 Q4	$1.39M	Buy	17,876 +15,104	+545%	+$1.16M	0.42%	26
2025 Q3	$213K	Sell	2,772 -4,393	-61%	-$329K	0.07%	150
2025 Q2	$521K	Sell	7,165 -21,452	-75%	-$1.45M	0.19%	48
2025 Q1	$1.82M	Sell	28,617 -49,750	-63%	-$3.14M	0.74%	20
2024 Q4	$4.76M	Buy	+78,367	New	+$4.98M	1.78%	12

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

Fi3 Financial Advisors's SCZ Position: Q2 2026 in Review

Fi3 Financial Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1,647% in Q2 2026, buying an estimated $3.96M and bringing the position to 50,162 shares worth $5.21M. The position accounts for 1.25% of the portfolio, ranked #13.

Fi3 Financial Advisors first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Fi3 Financial Advisors held 50,162 shares of iShares MSCI EAFE Small-Cap ETF worth $5.21M as of Q2 2026.
Fi3 Financial Advisors bought 47,290 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $3.96M.
iShares MSCI EAFE Small-Cap ETF made up 1.25% of Fi3 Financial Advisors's portfolio in Q2 2026, its #13 holding.
Fi3 Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.