Financial Advisory Corporation’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Financial Advisory Corporation’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	$45.3M	Sell	550,184 -31,683	-5%	-$2.65M	6%	6
2026 Q1	$45.6M	Sell	581,867 -11,071	-2%	-$900K	6.34%	6
2025 Q4	$46M	Sell	592,938 -4,734	-0.8%	-$363K	6.69%	6
2025 Q3	$45.9M	Sell	597,672 -41,901	-7%	-$3.13M	6.75%	6
2025 Q2	$46.5M	Sell	639,573 -9,655	-1%	-$653K	7.13%	6
2025 Q1	$41.2M	Sell	649,228 -62,516	-9%	-$3.95M	6.83%	6
2024 Q4	$43.2M	Buy	+711,744	New	+$45.3M	7.55%	6

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

Financial Advisory Corporation's SCZ Position: Q2 2026 in Review

Financial Advisory Corporation reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.4% in Q2 2026, selling an estimated $2.65M and leaving 550,184 shares worth $45.3M. The position accounts for 6% of the portfolio, ranked #6.

Financial Advisory Corporation first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.5M in Q2 2025. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Financial Advisory Corporation held 550,184 shares of iShares MSCI EAFE Small-Cap ETF worth $45.3M as of Q2 2026.
Financial Advisory Corporation sold 31,683 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $2.65M.
iShares MSCI EAFE Small-Cap ETF made up 6% of Financial Advisory Corporation's portfolio in Q2 2026, its #6 holding.
Financial Advisory Corporation first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Financial Advisory Corporation's iShares MSCI EAFE Small-Cap ETF position peaked at $46.5M in Q2 2025.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.