Focus Partners Wealth
SCZ icon

Focus Partners Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Focus Partners Wealth’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 		$105M Sell
1,274,009
-10,019
-0.8% -$839K 0.11% 187
2026
Q1 		$101M Sell
1,284,028
-11,805
-0.9% -$960K 0.11% 185
2025
Q4 		$100M Sell
1,295,833
-19,236
-1% -$1.47M 0.11% 182
2025
Q3 		$101M Buy
1,315,069
+19,756
+2% +$1.48M 0.16% 124
2025
Q2 		$94.1M Sell
1,295,313
-67,622
-5% -$4.58M 0.2% 106
2025
Q1 		$86.6M Buy
1,362,935
+106,288
+8% +$6.71M 0.22% 99
2024
Q4 		$76.3M Buy
1,256,647
+133,707
+12% +$8.5M 0.2% 108
2024
Q3 		$76M Sell
1,122,940
-191,374
-15% -$12.3M 0.24% 90
2024
Q2 		$81M Buy
1,314,314
+691,014
+111% +$43.3M 0.27% 87
2024
Q1 		$39.5M Buy
623,300
+123,991
+25% +$7.58M 0.32% 76
2023
Q4 		$30.9M Buy
+499,309
New +$28.5M 0.4% 61

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

Focus Partners Wealth's SCZ Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.78% in Q2 2026, selling an estimated $839K and leaving 1,274,009 shares worth $105M. The position accounts for 0.11% of the portfolio, ranked #187.

Focus Partners Wealth first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 768 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Focus Partners Wealth held 1,274,009 shares of iShares MSCI EAFE Small-Cap ETF worth $105M as of Q2 2026.
  • Focus Partners Wealth sold 10,019 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $839K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.11% of Focus Partners Wealth's portfolio in Q2 2026, its #187 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 768 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.