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

Goldstein 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 		$4.46M Sell
54,262
-2,121
-4% -$178K 0.41% 32
2026
Q1 		$4.42M Sell
56,383
-1,424
-2% -$116K 0.49% 30
2025
Q4 		$4.48M Sell
57,807
-2,907
-5% -$223K 0.51% 31
2025
Q3 		$4.66M Sell
60,714
-9,897
-14% -$740K 0.57% 29
2025
Q2 		$5.13M Sell
70,611
-1,389
-2% -$94K 0.69% 22
2025
Q1 		$4.57M Buy
72,000
+5,858
+9% +$370K 0.67% 21
2024
Q4 		$4.02M Buy
66,142
+1,635
+3% +$104K 0.58% 27
2024
Q3 		$4.37M Buy
64,507
+4,433
+7% +$285K 0.66% 23
2024
Q2 		$3.7M Buy
60,074
+3,250
+6% +$204K 0.62% 27
2024
Q1 		$3.6M Buy
56,824
+3,135
+6% +$192K 0.61% 28
2023
Q4 		$3.32M Buy
53,689
+1,583
+3% +$90.4K 0.56% 31
2023
Q3 		$2.94M Buy
52,106
+2,795
+6% +$165K 0.61% 28
2023
Q2 		$2.91M Sell
49,311
-2,462
-5% -$147K 0.61% 29
2023
Q1 		$3.08M Buy
51,773
+1,139
+2% +$67.6K 0.68% 29
2022
Q4 		$2.86M Buy
+50,634
New +$2.72M 0.69% 28

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

Goldstein Advisors's SCZ Position: Q2 2026 in Review

Goldstein Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.8% in Q2 2026, selling an estimated $178K and leaving 54,262 shares worth $4.46M. The position accounts for 0.41% of the portfolio, ranked #32.

Goldstein Advisors first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.13M in Q2 2025. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Goldstein Advisors held 54,262 shares of iShares MSCI EAFE Small-Cap ETF worth $4.46M as of Q2 2026.
  • Goldstein Advisors sold 2,121 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $178K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.41% of Goldstein Advisors's portfolio in Q2 2026, its #32 holding.
  • Goldstein Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $5.13M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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