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GHP Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

GHP Investment 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 		$234K Hold
2,850
– – 0.01% 383
2026
Q1 		$223K Hold
2,850
– – 0.01% 380
2025
Q4 		$221K Hold
2,850
– – 0.01% 381
2025
Q3 		$219K Hold
2,850
– – 0.01% 374
2025
Q2 		$207K Hold
2,850
– – 0.01% 376
2025
Q1 		$181K Hold
2,850
– – 0.01% 386
2024
Q4 		$173K Hold
2,850
– – 0.01% 386
2024
Q3 		$193K Sell
2,850
-95
-3% -$6.11K 0.01% 385
2024
Q2 		$182K Buy
2,945
+95
+3% +$5.96K 0.01% 379
2024
Q1 		$180K Hold
2,850
– – 0.01% 384
2023
Q4 		$176K Hold
2,850
– – 0.01% 382
2023
Q3 		$156K Hold
2,850
– – 0.01% 385
2023
Q2 		$170K Hold
2,850
– – 0.01% 385
2023
Q1 		$170K Hold
2,850
– – 0.01% 388
2022
Q4 		$161K Sell
2,850
-1,050
-27% -$56.4K 0.01% 385
2022
Q3 		$190K Buy
3,900
+1,050
+37% +$57.6K 0.01% 361
2022
Q2 		$156K Hold
2,850
– – 0.01% 374
2022
Q1 		$189K Sell
2,850
-19
-0.7% -$1.29K 0.01% 363
2021
Q4 		$210K Buy
2,869
+19
+0.7% +$1.41K 0.01% 311
2021
Q3 		$212K Buy
+2,850
New +$217K 0.02% 294

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

GHP Investment Advisors's SCZ Position: Q2 2026 in Review

GHP Investment Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 2,850 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #383.

GHP Investment Advisors first reported a position in SCZ in Q3 2021 and has held it in 20 quarters since. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • GHP Investment Advisors held 2,850 shares of iShares MSCI EAFE Small-Cap ETF worth $234K as of Q2 2026.
  • GHP Investment Advisors 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 GHP Investment Advisors's portfolio in Q2 2026, its #383 holding.
  • GHP Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.