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

Financial Perspectives’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	$13.3K	Buy	162 +2	+1%	+$167	﹤0.01%	515
2026 Q1	$12.5K	Hold	160	–	–	﹤0.01%	508
2025 Q4	$12.4K	Buy	160 +4	+3%	+$307	﹤0.01%	503
2025 Q3	$12K	Hold	156	–	–	﹤0.01%	501
2025 Q2	$11.4K	Buy	156 +2	+1%	+$135	﹤0.01%	496
2025 Q1	$9.79K	Sell	154 -8	-5%	-$505	﹤0.01%	500
2024 Q4	$9.85K	Buy	162 +3	+2%	+$191	﹤0.01%	508
2024 Q3	$10.8K	Hold	159	–	–	﹤0.01%	468
2024 Q2	$9.8K	Buy	159 +10	+7%	+$627	﹤0.01%	465
2024 Q1	$9.43K	Hold	149	–	–	﹤0.01%	464
2023 Q4	$9.21K	Buy	149 +2	+1%	+$114	﹤0.01%	476
2023 Q3	$8.29K	Hold	147	–	–	﹤0.01%	471
2023 Q2	$8.66K	Buy	147 +3	+2%	+$179	﹤0.01%	461
2023 Q1	$8.6K	Hold	144	–	–	﹤0.01%	459
2022 Q4	$8.16K	Hold	144	–	–	﹤0.01%	461
2022 Q3	$7.05K	Hold	144	–	–	﹤0.01%	473
2022 Q2	$7.88K	Buy	144 +2	+1%	+$121	﹤0.01%	468
2022 Q1	$9.39K	Buy	142 +1	+0.7%	+$68	﹤0.01%	468
2021 Q4	$10.3K	Buy	141 +2	+1%	+$149	﹤0.01%	441
2021 Q3	$10.3K	Hold	139	–	–	0.01%	438
2021 Q2	$10.3K	Buy	139 +2	+1%	+$150	0.01%	460
2021 Q1	$9.87K	Hold	137	–	–	0.01%	442
2020 Q4	$9.39K	Buy	137 +1	+0.7%	+$63	0.01%	413
2020 Q3	$8.05K	Hold	136	–	–	0.01%	383
2020 Q2	$7.32K	Buy	136 +1	+0.7%	+$50	0.01%	376
2020 Q1	$6.06K	Hold	135	–	–	﹤0.01%	368
2019 Q4	$8.41K	Buy	+135	New	+$8.11K	0.01%	351

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 Perspectives's SCZ Position: Q2 2026 in Review

Financial Perspectives increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.3% in Q2 2026, buying an estimated $167 and bringing the position to 162 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Financial Perspectives first reported a position in SCZ in Q4 2019 and has held it in 27 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Financial Perspectives held 162 shares of iShares MSCI EAFE Small-Cap ETF worth $13.3K as of Q2 2026.
Financial Perspectives bought 2 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $167.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #515 holding.
Financial Perspectives first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.