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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
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
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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Financial Harvest's SCZ Position: Q1 2026 in Review

Financial Harvest reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.9% in Q1 2026, selling an estimated $18.2K and leaving 7,534 shares worth $591K. The position accounts for 0.35% of the portfolio, ranked #28.

Financial Harvest first reported a position in SCZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $661K in Q4 2024. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Financial Harvest held 7,534 shares of iShares MSCI EAFE Small-Cap ETF worth $591K as of Q1 2026.
  • Financial Harvest sold 224 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $18.2K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.35% of Financial Harvest's portfolio in Q1 2026, its #28 holding.
  • Financial Harvest first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Financial Harvest's iShares MSCI EAFE Small-Cap ETF position peaked at $661K in Q4 2024.
  • 759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.