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

Financial Engines 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	$1.01M	Sell	12,336 -1,932	-14%	-$162K	﹤0.01%	316
2026 Q1	$1.12M	Sell	14,268 -68	-0.5%	-$5.53K	﹤0.01%	289
2025 Q4	$1.11M	Buy	14,336 +551	+4%	+$42.2K	﹤0.01%	300
2025 Q3	$1.06M	Sell	13,785 -2,163	-14%	-$162K	﹤0.01%	298
2025 Q2	$1.16M	Buy	+15,948	New	+$1.08M	﹤0.01%	281
2025 Q1	–	Sell	-4,031	Closed	-$245K	–	449
2024 Q4	$245K	Buy	4,031 +260	+7%	+$16.5K	﹤0.01%	410
2024 Q3	$255K	Sell	3,771 -132	-3%	-$8.49K	﹤0.01%	350
2024 Q2	$241K	Buy	+3,903	New	+$245K	﹤0.01%	332
2022 Q3	–	Sell	-5,362	Closed	-$292K	–	303
2022 Q2	$292K	Buy	5,362 +295	+6%	+$17.8K	﹤0.01%	257
2022 Q1	$336K	Sell	5,067 -1,005	-17%	-$68.2K	﹤0.01%	239
2021 Q4	$444K	Buy	6,072 +47	+0.8%	+$3.49K	﹤0.01%	168
2021 Q3	$448K	Buy	+6,025	New	+$459K	﹤0.01%	179
2019 Q1	–	Sell	-32,831	Closed	-$1.77M	–	112
2018 Q4	$1.77M	Buy	+32,831	New	+$1.84M	0.01%	69

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 Engines Advisors's SCZ Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 14% in Q2 2026, selling an estimated $162K and leaving 12,336 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Financial Engines Advisors first reported a position in SCZ in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.77M in Q4 2018. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Financial Engines Advisors held 12,336 shares of iShares MSCI EAFE Small-Cap ETF worth $1.01M as of Q2 2026.
Financial Engines Advisors sold 1,932 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $162K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #316 holding.
Financial Engines Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 13 quarters since.
Financial Engines Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.77M in Q4 2018.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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