Gladstone Institutional Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Gladstone Institutional Advisory’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	$466K	Buy	5,666 +1,634	+41%	+$137K	0.01%	608
2026 Q1	$316K	Buy	+4,032	New	+$328K	0.01%	650
2022 Q3	–	Sell	-4,175	Closed	-$228K	–	676
2022 Q2	$228K	Buy	4,175 +142	+4%	+$8.59K	0.02%	579
2022 Q1	$268K	Buy	+4,033	New	+$274K	0.02%	586
2020 Q1	–	Sell	-4,237	Closed	-$264K	–	312
2019 Q4	$264K	Sell	4,237 -30	-0.7%	-$1.8K	0.06%	209
2019 Q3	$244K	Buy	+4,267	New	+$241K	0.06%	240
2019 Q2	–	Sell	-3,606	Closed	-$207K	–	288
2019 Q1	$207K	Sell	3,606 -410	-10%	-$23K	0.08%	200
2018 Q4	$208K	Buy	+4,016	New	+$225K	0.12%	159

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

Gladstone Institutional Advisory's SCZ Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 41% in Q2 2026, buying an estimated $137K and bringing the position to 5,666 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #608.

Gladstone Institutional Advisory first reported a position in SCZ in Q4 2018 and has held it in 8 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Gladstone Institutional Advisory held 5,666 shares of iShares MSCI EAFE Small-Cap ETF worth $466K as of Q2 2026.
Gladstone Institutional Advisory bought 1,634 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $137K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #608 holding.
Gladstone Institutional Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 8 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.