GI
SCZ icon

GAMMA Investing’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

GAMMA Investing’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 		$122K Hold
1,481
– – ﹤0.01% 1666
2026
Q1 		$116K Sell
1,481
-483
-25% -$39.3K 0.01% 1553
2025
Q4 		$152K Hold
1,964
– – 0.01% 1242
2025
Q3 		$151K Buy
1,964
+651
+50% +$48.7K 0.01% 1181
2025
Q2 		$95.4K Hold
1,313
– – 0.01% 1476
2025
Q1 		$83.4K Hold
1,313
– – 0.01% 1409
2024
Q4 		$79.8K Hold
1,313
– – 0.01% 1283
2024
Q3 		$88.9K Buy
1,313
+813
+163% +$52.3K 0.01% 1079
2024
Q2 		$30.8K Hold
500
– – ﹤0.01% 1562
2024
Q1 		$31.7K Hold
500
– – 0.01% 1330
2023
Q4 		$30.2K Buy
+500
New +$28.6K 0.01% 1225

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing's SCZ Position: Q2 2026 in Review

GAMMA Investing held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 1,481 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

GAMMA Investing first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $152K in Q4 2025. 184 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • GAMMA Investing held 1,481 shares of iShares MSCI EAFE Small-Cap ETF worth $122K as of Q2 2026.
  • GAMMA Investing 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 GAMMA Investing's portfolio in Q2 2026, its #1666 holding.
  • GAMMA Investing first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's iShares MSCI EAFE Small-Cap ETF position peaked at $152K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.