Great Point Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Great Point Wealth 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	$1.24M	Sell	15,052 -4,946	-25%	-$414K	0.2%	39
2026 Q1	$1.57M	Hold	19,998	–	–	0.29%	35
2025 Q4	$1.55M	Hold	19,998	–	–	0.28%	38
2025 Q3	$1.53M	Buy	+19,998	New	+$1.5M	0.29%	37
2025 Q1	$1.27M	Sell	19,998 -1,396	-7%	-$88.2K	0.27%	38
2024 Q4	$1.3M	Buy	21,394 +25	+0.1%	+$1.59K	0.28%	39
2024 Q3	$1.45M	Sell	21,369 -223	-1%	-$14.3K	0.31%	38
2024 Q2	$1.33M	Hold	21,592	–	–	0.3%	39
2024 Q1	$1.37M	Sell	21,592 -2,455	-10%	-$150K	0.32%	39
2023 Q4	$1.49M	Sell	24,047 -83	-0.3%	-$4.74K	0.39%	39
2023 Q3	$1.36M	Hold	24,130	–	–	0.41%	39
2023 Q2	$1.42M	Hold	24,130	–	–	0.43%	39
2023 Q1	$1.44M	Sell	24,130 -3,767	-14%	-$224K	0.46%	39
2022 Q4	$1.58M	Buy	27,897 +13,057	+88%	+$701K	0.53%	36
2022 Q3	$724K	Sell	14,840 -13,648	-48%	-$748K	0.27%	42
2022 Q2	$1.55M	Buy	+28,488	New	+$1.72M	0.55%	35

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

Great Point Wealth Advisors's SCZ Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 25% in Q2 2026, selling an estimated $414K and leaving 15,052 shares worth $1.24M. The position accounts for 0.2% of the portfolio, ranked #39.

Great Point Wealth Advisors first reported a position in SCZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.58M in Q4 2022. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Great Point Wealth Advisors held 15,052 shares of iShares MSCI EAFE Small-Cap ETF worth $1.24M as of Q2 2026.
Great Point Wealth Advisors sold 4,946 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $414K.
iShares MSCI EAFE Small-Cap ETF made up 0.2% of Great Point Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Great Point Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Great Point Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.58M in Q4 2022.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.