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

Financial Synergies Wealth 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 		$752K Sell
9,138
-197
-2% -$16.5K 0.06% 73
2026
Q1 		$732K Hold
9,335
– – 0.07% 69
2025
Q4 		$724K Buy
9,335
+178
+2% +$13.6K 0.07% 64
2025
Q3 		$703K Hold
9,157
– – 0.07% 57
2025
Q2 		$666K Buy
9,157
+137
+2% +$9.27K 0.07% 58
2025
Q1 		$573K Hold
9,020
– – 0.07% 52
2024
Q4 		$548K Buy
9,020
+104
+1% +$6.62K 0.07% 52
2024
Q3 		$604K Hold
8,916
– – 0.08% 50
2024
Q2 		$550K Sell
8,916
-2,100
-19% -$132K 0.07% 50
2024
Q1 		$698K Sell
11,016
-3,219
-23% -$197K 0.09% 47
2023
Q4 		$804K Buy
14,235
+3,308
+30% +$189K 0.12% 44
2023
Q3 		$617K Sell
10,927
-1,877
-15% -$111K 0.09% 47
2023
Q2 		$755K Sell
12,804
-1,088
-8% -$65.1K 0.11% 43
2023
Q1 		$827K Sell
13,892
-343
-2% -$20.4K 0.12% 41
2022
Q4 		$804K Sell
14,235
-11,551
-45% -$620K 0.12% 44
2022
Q3 		$1.26M Buy
25,786
+71
+0.3% +$3.89K 0.22% 35
2022
Q2 		$1.4M Sell
25,715
-3,822
-13% -$231K 0.23% 31
2022
Q1 		$1.96M Sell
29,537
-3,123
-10% -$212K 0.31% 27
2021
Q4 		$2.39M Sell
32,660
-112
-0.3% -$8.32K 0.33% 26
2021
Q3 		$2.44M Sell
32,772
-3,500
-10% -$266K 0.33% 25
2021
Q2 		$2.69M Sell
36,272
-277
-0.8% -$20.8K 0.37% 23
2021
Q1 		$2.63M Hold
36,549
– – 0.38% 23
2020
Q4 		$2.5M Sell
36,549
-119,869
-77% -$7.56M 0.39% 23
2020
Q3 		$9.23M Sell
156,418
-126,632
-45% -$7.26M 2.36% 14
2020
Q2 		$15.2M Buy
+283,050
New +$14.3M 5.14% 5

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Synergies Wealth Advisors's SCZ Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.1% in Q2 2026, selling an estimated $16.5K and leaving 9,138 shares worth $752K. The position accounts for 0.06% of the portfolio, ranked #73.

Financial Synergies Wealth Advisors first reported a position in SCZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $15.2M in Q2 2020. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Financial Synergies Wealth Advisors held 9,138 shares of iShares MSCI EAFE Small-Cap ETF worth $752K as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 197 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $16.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.06% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Financial Synergies Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Financial Synergies Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $15.2M in Q2 2020.
  • 770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.