Fiduciary Advisors Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fiduciary Advisors Inc’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	$381K	Buy	4,626 +45	+1%	+$3.77K	0.26%	35
2026 Q1	$359K	Sell	4,581 -3,962	-46%	-$322K	0.27%	35
2025 Q4	$662K	Buy	8,543 +40	+0.5%	+$3.07K	0.5%	31
2025 Q3	$652K	Buy	8,503 +14	+0.2%	+$1.05K	0.53%	30
2025 Q2	$617K	Buy	8,489 +1,706	+25%	+$115K	0.54%	30
2025 Q1	$431K	Hold	6,783	–	–	0.43%	31
2024 Q4	$412K	Buy	+6,783	New	+$431K	0.41%	32

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

Fiduciary Advisors Inc's SCZ Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.98% in Q2 2026, buying an estimated $3.77K and bringing the position to 4,626 shares worth $381K. The position accounts for 0.26% of the portfolio, ranked #35.

Fiduciary Advisors Inc first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $662K in Q4 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Fiduciary Advisors Inc held 4,626 shares of iShares MSCI EAFE Small-Cap ETF worth $381K as of Q2 2026.
Fiduciary Advisors Inc bought 45 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $3.77K.
iShares MSCI EAFE Small-Cap ETF made up 0.26% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #35 holding.
Fiduciary Advisors Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Fiduciary Advisors Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $662K in Q4 2025.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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