Forum Financial Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Forum Financial 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	$718K	Sell	8,727 -380	-4%	-$31.8K	0.01%	168
2026 Q1	$714K	Sell	9,107 -896	-9%	-$72.9K	0.01%	156
2025 Q4	$776K	Hold	10,003	–	–	0.01%	312
2025 Q3	$767K	Hold	10,003	–	–	0.01%	305
2025 Q2	$727K	Hold	10,003	–	–	0.01%	292
2025 Q1	$635K	Sell	10,003 -7,126	-42%	-$450K	0.01%	290
2024 Q4	$1.04M	Hold	17,129	–	–	0.02%	204
2024 Q3	$1.16M	Hold	17,129	–	–	0.02%	170
2024 Q2	$1.06M	Hold	17,129	–	–	0.02%	170
2024 Q1	$1.08M	Hold	17,129	–	–	0.02%	178
2023 Q4	$1.06M	Hold	17,129	–	–	0.02%	159
2023 Q3	$967K	Hold	17,129	–	–	0.02%	167
2023 Q2	$1.01M	Buy	17,129 +9,897	+137%	+$592K	0.02%	160
2023 Q1	$430K	Sell	7,232 -203	-3%	-$12.1K	0.01%	300
2022 Q4	$420K	Hold	7,435	–	–	0.01%	290
2022 Q3	$363K	Buy	7,435 +259	+4%	+$14.2K	0.02%	293
2022 Q2	$392K	Hold	7,176	–	–	0.02%	284
2022 Q1	$476K	Sell	7,176 -479	-6%	-$32.5K	0.02%	248
2021 Q4	$560K	Buy	+7,655	New	+$568K	0.03%	219

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

Forum Financial Management's SCZ Position: Q2 2026 in Review

Forum Financial Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.2% in Q2 2026, selling an estimated $31.8K and leaving 8,727 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #168.

Forum Financial Management first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q3 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Forum Financial Management held 8,727 shares of iShares MSCI EAFE Small-Cap ETF worth $718K as of Q2 2026.
Forum Financial Management sold 380 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $31.8K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #168 holding.
Forum Financial Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Forum Financial Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.16M in Q3 2024.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.