Guardian Wealth Advisors (North Carolina)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$48	Buy	+1	New	+$81	﹤0.01%	611
2025 Q3	–	Sell	-1	Closed	-$45	–	512
2025 Q2	$45	Buy	+1	New	+$68	﹤0.01%	549
2024 Q2	–	Sell	-65	Closed	-$4.12K	–	462
2024 Q1	$4.12K	Sell	65 -554	-89%	-$33.9K	﹤0.01%	409
2023 Q4	$37.8K	Hold	619	–	–	0.01%	328
2023 Q3	$35.5K	Hold	619	–	–	0.01%	317
2023 Q2	$36.5K	Buy	619 +13	+2%	+$778	0.01%	301
2023 Q1	$36.1K	Buy	606 +42	+7%	+$2.49K	0.01%	292
2022 Q4	$31.9K	Hold	564	–	–	0.01%	276
2022 Q3	$28K	Hold	564	–	–	0.01%	259
2022 Q2	$31K	Buy	564 +377	+202%	+$22.8K	0.01%	252
2022 Q1	$12K	Hold	187	–	–	0.01%	212
2021 Q4	$14K	Buy	+187	New	+$13.9K	0.01%	195

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SCZ Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2026: 1 share worth $48. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in SCZ as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in SCZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $37.8K in Q4 2023. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 1 share of iShares MSCI EAFE Small-Cap ETF worth $48 as of Q1 2026.
iShares MSCI EAFE Small-Cap ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #611 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares MSCI EAFE Small-Cap ETF position peaked at $37.8K in Q4 2023.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.