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Forvis Mazars Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Forvis Mazars Wealth 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
Q1 		$45.2M Sell
576,024
-18,362
-3% -$1.49M 0.86% 18
2025
Q4 		$46.1M Sell
594,386
-21,663
-4% -$1.66M 0.87% 21
2025
Q3 		$47.3M Sell
616,049
-33,068
-5% -$2.47M 0.94% 18
2025
Q2 		$47.2M Sell
649,117
-40,878
-6% -$2.77M 1.02% 16
2025
Q1 		$43.8M Sell
689,995
-270,489
-28% -$17.1M 1.05% 16
2024
Q4 		$58.3M Sell
960,484
-137,028
-12% -$8.72M 1.34% 11
2024
Q3 		$74.3M Sell
1,097,512
-45,301
-4% -$2.91M 1.71% 9
2024
Q2 		$70.4M Sell
1,142,813
-59,557
-5% -$3.73M 1.76% 9
2024
Q1 		$76.1M Sell
1,202,370
-43,059
-3% -$2.63M 1.94% 9
2023
Q4 		$77.1M Sell
1,245,429
-276,423
-18% -$15.8M 2.15% 9
2023
Q3 		$85.9M Sell
1,521,852
-75,997
-5% -$4.48M 2.59% 4
2023
Q2 		$94.2M Buy
1,597,849
+38
+0% +$2.27K 2.76% 3
2023
Q1 		$95.1M Buy
1,597,811
+9,276
+0.6% +$551K 3.11% 3
2022
Q4 		$89.7M Sell
1,588,535
-34,155
-2% -$1.83M 3.14% 3
2022
Q3 		$79.2M Buy
1,622,690
+19,580
+1% +$1.07M 3.2% 3
2022
Q2 		$87.5M Buy
1,603,110
+35,144
+2% +$2.13M 3.54% 3
2022
Q1 		$104M Buy
1,567,966
+41,315
+3% +$2.81M 4.41% 3
2021
Q4 		$112M Buy
1,526,651
+39,384
+3% +$2.92M 4.69% 3
2021
Q3 		$111M Buy
1,487,267
+43,339
+3% +$3.3M 5.09% 3
2021
Q2 		$107M Buy
1,443,928
+25,858
+2% +$1.94M 4.98% 3
2021
Q1 		$102M Buy
1,418,070
+69,721
+5% +$4.95M 5.06% 3
2020
Q4 		$92.2M Buy
1,348,349
+85,578
+7% +$5.4M 4.62% 3
2020
Q3 		$74.5M Buy
1,262,771
+77,213
+7% +$4.43M 4.34% 3
2020
Q2 		$63.6M Buy
1,185,558
+394,997
+50% +$19.9M 4.12% 3
2020
Q1 		$35.4M Buy
790,561
+729,367
+1,192% +$40.5M 2.91% 5
2019
Q4 		$3.81M Buy
61,194
+7,491
+14% +$450K 0.27% 49
2019
Q3 		$3.07M Sell
53,703
-842
-2% -$47.6K 0.25% 57
2019
Q2 		$3.13M Sell
54,545
-3,257
-6% -$188K 0.25% 55
2019
Q1 		$3.32M Sell
57,802
-8,670
-13% -$486K 0.28% 51
2018
Q4 		$3.44M Sell
66,472
-9,709
-13% -$544K 0.35% 36
2018
Q3 		$4.75M Sell
76,181
-3,685
-5% -$230K 0.42% 30
2018
Q2 		$5.01M Sell
79,866
-6,853
-8% -$448K 0.49% 24
2018
Q1 		$5.65M Sell
86,719
-51,626
-37% -$3.41M 0.57% 22
2017
Q4 		$8.92M Sell
138,345
-9,372
-6% -$590K 0.89% 13
2017
Q3 		$9.16M Sell
147,717
-3,859
-3% -$231K 1.01% 12
2017
Q2 		$8.77M Sell
151,576
-6,335
-4% -$361K 0.99% 12
2017
Q1 		$8.55M Sell
157,911
-6,772
-4% -$356K 1.04% 13
2016
Q4 		$8.21M Sell
164,683
-7,124
-4% -$359K 1.07% 12
2016
Q3 		$9M Sell
171,807
-60,323
-26% -$3.06M 1.25% 13
2016
Q2 		$11.2M Sell
232,130
-191,480
-45% -$9.62M 1.66% 11
2016
Q1 		$21.1M Sell
423,610
-95,436
-18% -$4.49M 3.37% 5
2015
Q4 		$25.9M Sell
519,046
-132,983
-20% -$6.65M 3.9% 6
2015
Q3 		$31.1M Sell
652,029
-109,176
-14% -$5.45M 5.48% 5
2015
Q2 		$38.8M Sell
761,205
-48,191
-6% -$2.51M 5.82% 5
2015
Q1 		$40M Buy
809,396
+5,824
+0.7% +$282K 5.8% 5
2014
Q4 		$37.5M Buy
803,572
+2,293
+0.3% +$108K 6.14% 5
2014
Q3 		$38.9M Buy
801,279
+18,954
+2% +$969K 6.71% 5
2014
Q2 		$41.4M Buy
782,325
+65,711
+9% +$3.43M 7.06% 2
2014
Q1 		$37.4M Buy
716,614
+25,634
+4% +$1.31M 6.61% 3
2013
Q4 		$35.2M Buy
690,980
+26,534
+4% +$1.32M 6.52% 3
2013
Q3 		$32.2M Buy
+664,446
New +$30.5M 6.61% 3

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SCZ Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.1% in Q1 2026, selling an estimated $1.49M and leaving 576,024 shares worth $45.2M. The position accounts for 0.86% of the portfolio, ranked #18.

Forvis Mazars Wealth Advisors first reported a position in SCZ in Q3 2013 and has held it in 51 quarters since. The position peaked at $112M in Q4 2021. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 576,024 shares of iShares MSCI EAFE Small-Cap ETF worth $45.2M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 18,362 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $1.49M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.86% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2013 and has held it in 51 quarters since.
  • Forvis Mazars Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $112M in Q4 2021.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.