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Garton & Associates Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-13
Closed -$1.01K – 590
2025
Q4 		$1.01K Buy
+13
New +$997 ﹤0.01% 1135

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Garton & Associates Financial Advisors's SCZ Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2026, closing a stake of 13 shares — an estimated $1.01K sold.

Garton & Associates Financial Advisors first reported a position in SCZ in Q4 2025 and held it in 1 quarter. The position peaked at $1.01K in Q4 2025. 762 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 13 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $1.01K.
  • Garton & Associates Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.01K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.