Founders Financial Alliance’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Founders Financial Alliance’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	$2.39K	Hold	29	–	–	﹤0.01%	756
2026 Q1	$2.27K	Hold	29	–	–	﹤0.01%	709
2025 Q4	$2.25K	Sell	29 -10	-26%	-$767	﹤0.01%	579
2025 Q3	$2.99K	Buy	39 +10	+34%	+$748	﹤0.01%	670
2025 Q2	$2.11K	Sell	29 -10	-26%	-$677	﹤0.01%	518
2025 Q1	$2.48K	Buy	39 +10	+34%	+$632	﹤0.01%	582
2024 Q4	$1.76K	Hold	29	–	–	﹤0.01%	558
2024 Q3	$1.96K	Hold	29	–	–	﹤0.01%	563
2024 Q2	$1.79K	Sell	29 -94	-76%	-$5.89K	﹤0.01%	537
2024 Q1	$7.79K	Buy	123 +52	+73%	+$3.18K	﹤0.01%	492
2023 Q4	$4.39K	Hold	71	–	–	﹤0.01%	466
2023 Q3	$4.01K	Hold	71	–	–	﹤0.01%	450
2023 Q2	$4.19K	Hold	71	–	–	﹤0.01%	478
2023 Q1	$4.22K	Hold	71	–	–	﹤0.01%	429
2022 Q4	$4.01K	Hold	71	–	–	﹤0.01%	453
2022 Q3	$3K	Sell	71 -582	-89%	-$31.9K	﹤0.01%	455
2022 Q2	$36K	Buy	653 +582	+820%	+$35.2K	0.02%	367
2022 Q1	$5K	Hold	71	–	–	﹤0.01%	415
2021 Q4	$5K	Hold	71	–	–	﹤0.01%	456
2021 Q3	$5K	Hold	71	–	–	﹤0.01%	427
2021 Q2	$5K	Hold	71	–	–	﹤0.01%	446
2021 Q1	$5K	Sell	71 -30	-30%	-$2.13K	﹤0.01%	430
2020 Q4	$7K	Hold	101	–	–	﹤0.01%	378
2020 Q3	$5K	Buy	+101	New	+$5.79K	﹤0.01%	989

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

Founders Financial Alliance's SCZ Position: Q2 2026 in Review

Founders Financial Alliance held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 29 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Founders Financial Alliance first reported a position in SCZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $36K in Q2 2022. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Founders Financial Alliance held 29 shares of iShares MSCI EAFE Small-Cap ETF worth $2.39K as of Q2 2026.
Founders Financial Alliance left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #756 holding.
Founders Financial Alliance first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's iShares MSCI EAFE Small-Cap ETF position peaked at $36K in Q2 2022.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.