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Fonville Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fonville Wealth Management’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 		$9.74M Buy
118,451
+2,204
+2% +$185K 1.59% 21
2026
Q1 		$9.12M Buy
116,247
+2,512
+2% +$204K 1.74% 19
2025
Q4 		$8.82M Buy
113,735
+7,209
+7% +$553K 1.8% 19
2025
Q3 		$8.17M Buy
106,526
+4,934
+5% +$369K 1.84% 19
2025
Q2 		$7.38M Buy
101,592
+7,586
+8% +$513K 1.87% 19
2025
Q1 		$6.1M Buy
94,006
+6,914
+8% +$437K 1.8% 19
2024
Q4 		$5.29M Buy
87,092
+5,609
+7% +$357K 1.75% 20
2024
Q3 		$5.52M Buy
81,483
+9,437
+13% +$607K 1.91% 16
2024
Q2 		$4.44M Buy
72,046
+9,215
+15% +$578K 1.76% 20
2024
Q1 		$3.98M Buy
62,831
+7,666
+14% +$469K 1.76% 17
2023
Q4 		$3.41M Buy
+55,165
New +$3.15M 1.81% 20

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

Fonville Wealth Management's SCZ Position: Q2 2026 in Review

Fonville Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.9% in Q2 2026, buying an estimated $185K and bringing the position to 118,451 shares worth $9.74M. The position accounts for 1.59% of the portfolio, ranked #21.

Fonville Wealth Management first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Fonville Wealth Management held 118,451 shares of iShares MSCI EAFE Small-Cap ETF worth $9.74M as of Q2 2026.
  • Fonville Wealth Management bought 2,204 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $185K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.59% of Fonville Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Fonville Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.