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Foundations Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Foundations Investment 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 		$465K Buy
5,651
+1,058
+23% +$88.6K ﹤0.01% 808
2026
Q1 		$360K Sell
4,593
-71
-2% -$5.77K ﹤0.01% 839
2025
Q4 		$362K Buy
4,664
+942
+25% +$72.2K ﹤0.01% 829
2025
Q3 		$286K Sell
3,722
-546
-13% -$40.8K ﹤0.01% 870
2025
Q2 		$310K Sell
4,268
-15
-0.4% -$1.01K ﹤0.01% 732
2025
Q1 		$272K Sell
4,283
-1,540
-26% -$97.3K 0.01% 739
2024
Q4 		$354K Sell
5,823
-734
-11% -$46.7K 0.01% 617
2024
Q3 		$444K Sell
6,557
-3,240
-33% -$208K 0.01% 543
2024
Q2 		$604K Buy
9,797
+2,707
+38% +$170K 0.01% 450
2024
Q1 		$449K Sell
7,090
-2,704
-28% -$165K 0.01% 487
2023
Q4 		$596K Sell
9,794
-3,971
-29% -$227K 0.02% 398
2023
Q3 		$777K Buy
13,765
+5,615
+69% +$331K 0.02% 313
2023
Q2 		$481K Sell
8,150
-95
-1% -$5.68K 0.02% 370
2023
Q1 		$491K Sell
8,245
-330
-4% -$19.6K 0.02% 324
2022
Q4 		$484K Buy
8,575
+3,883
+83% +$208K 0.02% 281
2022
Q3 		$229K Sell
4,692
-539
-10% -$29.6K 0.01% 357
2022
Q2 		$279K Sell
5,231
-207
-4% -$12.5K 0.01% 314
2022
Q1 		$352K Sell
5,438
-317
-6% -$21.5K 0.01% 249
2021
Q4 		$421K Sell
5,755
-607
-10% -$45.1K 0.02% 223
2021
Q3 		$471K Sell
6,362
-1,266
-17% -$96.4K 0.02% 189
2021
Q2 		$573K Buy
+7,628
New +$572K 0.03% 151
2018
Q4 		– Sell
-45,132
Closed -$2.81M – 124
2018
Q3 		$2.81M Buy
45,132
+11,764
+35% +$735K 0.68% 25
2018
Q2 		$2.09M Buy
+33,368
New +$2.18M 0.56% 27

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

Foundations Investment Advisors's SCZ Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 23% in Q2 2026, buying an estimated $88.6K and bringing the position to 5,651 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Foundations Investment Advisors first reported a position in SCZ in Q2 2018 and has held it in 23 quarters since. The position peaked at $2.81M in Q3 2018. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Foundations Investment Advisors held 5,651 shares of iShares MSCI EAFE Small-Cap ETF worth $465K as of Q2 2026.
  • Foundations Investment Advisors bought 1,058 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $88.6K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #808 holding.
  • Foundations Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 23 quarters since.
  • Foundations Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $2.81M in Q3 2018.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.