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Foster Victor Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Foster Victor 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
Q2 		$254K Buy
3,054
+10
+0.3% +$837 0.01% 226
2026
Q1 		$256K Sell
3,044
-495
-14% -$40.2K 0.01% 220
2025
Q4 		$286K Sell
3,539
-41
-1% -$3.14K 0.02% 201
2025
Q3 		$278K Sell
3,580
-324
-8% -$24.2K 0.02% 182
2025
Q2 		$286K Buy
3,904
+338
+9% +$22.9K 0.02% 168
2025
Q1 		$222K Buy
3,566
+2
+0.1% +$126 0.02% 176
2024
Q4 		$217K Sell
3,564
-289
-8% -$18.4K 0.02% 183
2024
Q3 		$254K Buy
3,853
+290
+8% +$18.7K 0.02% 173
2024
Q2 		$230K Buy
3,563
+37
+1% +$2.32K 0.02% 178
2024
Q1 		$221K Hold
3,526
– – 0.02% 162
2023
Q4 		$216K Buy
+3,526
New +$201K 0.02% 156
2023
Q3 		– Sell
-3,526
Closed -$206K – 172
2023
Q2 		$206K Hold
3,526
– – 0.02% 151
2023
Q1 		$211K Sell
3,526
-96
-3% -$5.7K 0.03% 153
2022
Q4 		$210K Buy
+3,622
New +$194K 0.03% 147
2022
Q3 		– Sell
-3,819
Closed -$204K – 146
2022
Q2 		$204K Buy
3,819
+759
+25% +$45.9K 0.03% 127
2022
Q1 		$200K Sell
3,060
-816
-21% -$55.4K 0.03% 132
2021
Q4 		$283K Sell
3,876
-879
-18% -$65.3K 0.04% 120
2021
Q3 		$354K Sell
4,755
-1,259
-21% -$95.8K 0.06% 109
2021
Q2 		$446K Sell
6,014
-2,841
-32% -$213K 0.07% 104
2021
Q1 		$660K Buy
8,855
+24
+0.3% +$1.7K 0.12% 96
2020
Q4 		$604K Buy
8,831
+71
+0.8% +$4.48K 0.14% 95
2020
Q3 		$517K Sell
8,760
-3,005
-26% -$172K 0.14% 93
2020
Q2 		$631K Sell
11,765
-83,900
-88% -$4.23M 0.21% 69
2020
Q1 		$4.39M Buy
95,665
+73,259
+327% +$4.07M 1.93% 9
2019
Q4 		$1.39M Buy
+22,406
New +$1.35M 0.6% 48

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

Foster Victor Wealth Advisors's SCZ Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.33% in Q2 2026, buying an estimated $837 and bringing the position to 3,054 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #226.

Foster Victor Wealth Advisors first reported a position in SCZ in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.39M in Q1 2020. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Foster Victor Wealth Advisors held 3,054 shares of iShares MSCI EAFE Small-Cap ETF worth $254K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 10 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $837.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Foster Victor Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Foster Victor Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $4.39M in Q1 2020.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.