Fortis Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fortis Capital 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	$337K	Sell	4,091 -325	-7%	-$27.2K	0.04%	305
2026 Q1	$346K	Buy	4,416 +104	+2%	+$8.46K	0.05%	282
2025 Q4	$334K	Buy	4,312 +115	+3%	+$8.81K	0.05%	238
2025 Q3	$322K	Hold	4,197	–	–	0.05%	223
2025 Q2	$305K	Hold	4,197	–	–	0.05%	199
2025 Q1	$267K	Buy	+4,197	New	+$265K	0.05%	216
2023 Q2	–	Sell	-57	Closed	-$3.39K	–	517
2023 Q1	$3.39K	Hold	57	–	–	﹤0.01%	533
2022 Q4	$3.22K	Buy	+57	New	+$3.06K	﹤0.01%	549

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

Fortis Capital Advisors's SCZ Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.4% in Q2 2026, selling an estimated $27.2K and leaving 4,091 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #305.

Fortis Capital Advisors first reported a position in SCZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $346K in Q1 2026. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Fortis Capital Advisors held 4,091 shares of iShares MSCI EAFE Small-Cap ETF worth $337K as of Q2 2026.
Fortis Capital Advisors sold 325 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $27.2K.
iShares MSCI EAFE Small-Cap ETF made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #305 holding.
Fortis Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 8 quarters since.
Fortis Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $346K in Q1 2026.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.