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

Glass Jacobson 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	$30.5K	Buy	370 +5	+1%	+$419	0.01%	377
2026 Q1	$28.6K	Hold	365	–	–	0.01%	373
2025 Q4	$28.3K	Sell	365 -57	-14%	-$4.37K	0.01%	371
2025 Q3	$32.4K	Hold	422	–	–	0.01%	344
2025 Q2	$30.7K	Buy	422 +6	+1%	+$406	0.01%	337
2025 Q1	$25.3K	Hold	416	–	–	0.01%	477
2024 Q4	$25.3K	Buy	416 +29	+7%	+$1.84K	0.01%	477
2024 Q3	$26.2K	Hold	387	–	–	0.01%	454
2024 Q2	$23.9K	Buy	387 +6	+2%	+$376	0.01%	453
2024 Q1	$24.2K	Sell	381 -3,242	-89%	-$198K	0.01%	456
2023 Q4	$224K	Sell	3,623 -1,591	-31%	-$90.9K	0.09%	189
2023 Q3	$294K	Sell	5,214 -327	-6%	-$19.3K	0.13%	162
2023 Q2	$327K	Buy	+5,541	New	+$331K	0.15%	158
2022 Q4	$399K	Buy	+7,071	New	+$380K	0.2%	138

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

Glass Jacobson Investment Advisors's SCZ Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.4% in Q2 2026, buying an estimated $419 and bringing the position to 370 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #377.

Glass Jacobson Investment Advisors first reported a position in SCZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $399K in Q4 2022. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Glass Jacobson Investment Advisors held 370 shares of iShares MSCI EAFE Small-Cap ETF worth $30.5K as of Q2 2026.
Glass Jacobson Investment Advisors bought 5 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $419.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #377 holding.
Glass Jacobson Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $399K in Q4 2022.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.