GGS
SCZ icon

Galvin Gaustad & Stein’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Galvin Gaustad & Stein’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
Q1 		$349K Sell
4,450
-330
-7% -$26.8K 0.03% 201
2025
Q4 		$371K Sell
4,780
-560
-10% -$42.9K 0.03% 193
2025
Q3 		$410K Hold
5,340
– – 0.03% 148
2025
Q2 		$388K Sell
5,340
-600
-10% -$40.6K 0.03% 147
2025
Q1 		$377K Sell
5,940
-3,687
-38% -$233K 0.03% 146
2024
Q4 		$585K Buy
9,627
+6,555
+213% +$417K 0.05% 123
2024
Q3 		$208K Sell
3,072
-200
-6% -$12.9K 0.02% 179
2024
Q2 		$202K Sell
3,272
-575
-15% -$36K 0.02% 182
2024
Q1 		$244K Sell
3,847
-275
-7% -$16.8K 0.02% 163
2023
Q4 		$255K Sell
4,122
-3,615
-47% -$206K 0.02% 159
2023
Q3 		$437K Buy
7,737
+313
+4% +$18.5K 0.04% 130
2023
Q2 		$438K Buy
7,424
+624
+9% +$37.3K 0.04% 128
2023
Q1 		$405K Buy
6,800
+640
+10% +$38K 0.04% 129
2022
Q4 		$348K Buy
6,160
+1,600
+35% +$85.9K 0.04% 127
2022
Q3 		$222K Sell
4,560
-3,425
-43% -$188K 0.02% 152
2022
Q2 		$436K Buy
7,985
+295
+4% +$17.8K 0.04% 122
2022
Q1 		$510K Buy
7,690
+46
+0.6% +$3.12K 0.05% 124
2021
Q4 		$559K Buy
7,644
+21
+0.3% +$1.56K 0.05% 121
2021
Q3 		$567K Sell
7,623
-221
-3% -$16.8K 0.05% 121
2021
Q2 		$582K Sell
7,844
-544
-6% -$40.8K 0.06% 128
2021
Q1 		$603K Sell
8,388
-486
-5% -$34.5K 0.06% 125
2020
Q4 		$607K Buy
+8,874
New +$560K 0.06% 123

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Galvin Gaustad & Stein's SCZ Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.9% in Q1 2026, selling an estimated $26.8K and leaving 4,450 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #201.

Galvin Gaustad & Stein first reported a position in SCZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $607K in Q4 2020. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Galvin Gaustad & Stein held 4,450 shares of iShares MSCI EAFE Small-Cap ETF worth $349K as of Q1 2026.
  • Galvin Gaustad & Stein sold 330 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $26.8K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #201 holding.
  • Galvin Gaustad & Stein first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Galvin Gaustad & Stein's iShares MSCI EAFE Small-Cap ETF position peaked at $607K in Q4 2020.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.