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 Q2	–	Sell	-1	Closed	-$48	–	555
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 $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

Guardian Wealth Advisors (North Carolina)'s SCZ Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 1 share — an estimated $48 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SCZ in Q4 2021 and held it in 12 quarters. The position peaked at $37.8K in Q4 2023. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1 iShares MSCI EAFE Small-Cap ETF share in Q2 2026, an estimated $48.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 12 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares MSCI EAFE Small-Cap ETF position peaked at $37.8K in Q4 2023.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.