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

Financial Harvest’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	$620K	Hold	7,534	–	–	0.26%	32
2026 Q1	$591K	Sell	7,534 -224	-3%	-$18.2K	0.35%	28
2025 Q4	$601K	Sell	7,758 -85	-1%	-$6.52K	0.37%	28
2025 Q3	$602K	Sell	7,843 -1,101	-12%	-$82.4K	0.41%	26
2025 Q2	$650K	Buy	+8,944	New	+$605K	0.49%	25
2025 Q1	–	Sell	-10,883	Closed	-$661K	–	92
2024 Q4	$661K	Buy	+10,883	New	+$692K	0.56%	24

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 Harvest's SCZ Position: Q2 2026 in Review

Financial Harvest held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 7,534 shares worth $620K. The position accounts for 0.26% of the portfolio, ranked #32.

Financial Harvest first reported a position in SCZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $661K in Q4 2024. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Financial Harvest held 7,534 shares of iShares MSCI EAFE Small-Cap ETF worth $620K as of Q2 2026.
Financial Harvest left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.26% of Financial Harvest's portfolio in Q2 2026, its #32 holding.
Financial Harvest first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Financial Harvest's iShares MSCI EAFE Small-Cap ETF position peaked at $661K in Q4 2024.
770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Financial Harvest's 13F filing for Q2 2026, filed 10 Aug 2026.