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Financial Gravity Companies’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$397 Buy
+5
New +$338 ﹤0.01% 867
2024
Q4 		$327 Buy
+5
New +$318 ﹤0.01% 887

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's SCZ Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025: 5 shares worth $397. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCZ as recently as Q4 2024.

Financial Gravity Companies first reported a position in SCZ in Q4 2024 and has held it in 2 quarters since. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • Financial Gravity Companies held 5 shares of iShares MSCI EAFE Small-Cap ETF worth $397 as of Q2 2025.
  • iShares MSCI EAFE Small-Cap ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #867 holding.
  • Financial Gravity Companies first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.