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

FSM 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	$19.7M	Buy	239,967 +10,738	+5%	+$899K	2.1%	17
2026 Q1	$18M	Buy	229,229 +10,808	+5%	+$879K	2.31%	15
2025 Q4	$16.9M	Buy	218,421 +9,412	+5%	+$721K	2.32%	13
2025 Q3	$16M	Buy	209,009 +37,535	+22%	+$2.81M	2.27%	14
2025 Q2	$12.4M	Buy	171,474 +13,595	+9%	+$920K	2.01%	14
2025 Q1	$10M	Buy	157,879 +32,263	+26%	+$2.04M	2.26%	13
2024 Q4	$7.61M	Buy	125,616 +19,780	+19%	+$1.26M	1.86%	17
2024 Q3	$7.17M	Buy	105,836 +9,126	+9%	+$587K	1.9%	17
2024 Q2	$5.96M	Buy	96,710 +8,857	+10%	+$555K	2%	18
2024 Q1	$5.56M	Buy	87,853 +21,971	+33%	+$1.34M	1.98%	16
2023 Q4	$4.08M	Buy	65,882 +15,109	+30%	+$863K	1.73%	19
2023 Q3	$2.87M	Buy	50,773 +8,487	+20%	+$501K	1.44%	20
2023 Q2	$2.52M	Buy	42,286 +8,843	+26%	+$529K	1.26%	21
2023 Q1	$1.99M	Buy	33,443 +3,267	+11%	+$194K	1.16%	24
2022 Q4	$1.7M	Buy	30,176 +4,691	+18%	+$252K	1.21%	24
2022 Q3	$1.24M	Buy	25,485 +2,443	+11%	+$134K	1.03%	29
2022 Q2	$1.33M	Buy	+23,042	New	+$1.39M	1.32%	27

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

FSM Wealth Advisors's SCZ Position: Q2 2026 in Review

FSM Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.7% in Q2 2026, buying an estimated $899K and bringing the position to 239,967 shares worth $19.7M. The position accounts for 2.1% of the portfolio, ranked #17.

FSM Wealth Advisors first reported a position in SCZ in Q2 2022 and has held it in 17 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

FSM Wealth Advisors held 239,967 shares of iShares MSCI EAFE Small-Cap ETF worth $19.7M as of Q2 2026.
FSM Wealth Advisors bought 10,738 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $899K.
iShares MSCI EAFE Small-Cap ETF made up 2.1% of FSM Wealth Advisors's portfolio in Q2 2026, its #17 holding.
FSM Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.