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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth's SCZ Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.91% in Q1 2026, selling an estimated $960K and leaving 1,284,028 shares worth $101M. The position accounts for 0.11% of the portfolio, ranked #185.

Focus Partners Wealth first reported a position in SCZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $101M in Q3 2025. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Focus Partners Wealth held 1,284,028 shares of iShares MSCI EAFE Small-Cap ETF worth $101M as of Q1 2026.
Focus Partners Wealth sold 11,805 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $960K.
iShares MSCI EAFE Small-Cap ETF made up 0.11% of Focus Partners Wealth's portfolio in Q1 2026, its #185 holding.
Focus Partners Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $101M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.