Frontier Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Frontier Asset 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	$10.8M	Buy	131,519 +1,614	+1%	+$135K	1.94%	15
2026 Q1	$10.2M	Buy	129,905 +109,099	+524%	+$8.87M	2.14%	15
2025 Q4	$1.61M	Buy	20,806 +420	+2%	+$32.2K	0.37%	41
2025 Q3	$1.56M	Sell	20,386 -3,253	-14%	-$243K	0.39%	40
2025 Q2	$1.72M	Sell	23,639 -4,073	-15%	-$276K	0.47%	38
2025 Q1	$1.76M	Sell	27,712 -3,298	-11%	-$208K	0.51%	37
2024 Q4	$1.88M	Sell	31,010 -1,681	-5%	-$107K	0.62%	36
2024 Q3	$2.21M	Sell	32,691 -2,654	-8%	-$171K	0.73%	31
2024 Q2	$2.18M	Buy	35,345 +438	+1%	+$27.5K	0.79%	29
2024 Q1	$2.21M	Sell	34,907 -1,743	-5%	-$107K	0.81%	28
2023 Q4	$2.27M	Sell	36,650 -1,466	-4%	-$83.7K	0.85%	28
2023 Q3	$2.15M	Sell	38,116 -28,623	-43%	-$1.69M	0.98%	23
2023 Q2	$3.94M	Sell	66,739 -5,269	-7%	-$315K	1.79%	16
2023 Q1	$4.29M	Buy	72,008 +310	+0.4%	+$18.4K	2.03%	17
2022 Q4	$4.05M	Buy	71,698 +43,290	+152%	+$2.32M	1.85%	18
2022 Q3	$1.39M	Buy	28,408 +333	+1%	+$18.3K	1.2%	22
2022 Q2	$1.53M	Buy	28,075 +1,632	+6%	+$98.7K	1.28%	20
2022 Q1	$1.75M	Buy	26,443 +5,974	+29%	+$406K	1.23%	20
2021 Q4	$1.5M	Buy	+20,469	New	+$1.52M	1.1%	20

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

Frontier Asset Management's SCZ Position: Q2 2026 in Review

Frontier Asset Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.2% in Q2 2026, buying an estimated $135K and bringing the position to 131,519 shares worth $10.8M. The position accounts for 1.94% of the portfolio, ranked #15.

Frontier Asset Management first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. 768 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Frontier Asset Management held 131,519 shares of iShares MSCI EAFE Small-Cap ETF worth $10.8M as of Q2 2026.
Frontier Asset Management bought 1,614 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $135K.
iShares MSCI EAFE Small-Cap ETF made up 1.94% of Frontier Asset Management's portfolio in Q2 2026, its #15 holding.
Frontier Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
768 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Frontier Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.