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

Guidance Point 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 Q1	$1.34M	Sell	17,104 -174	-1%	-$14.1K	0.32%	35
2025 Q4	$1.34M	Buy	17,278 +155	+0.9%	+$11.9K	0.31%	35
2025 Q3	$1.31M	Sell	17,123 -1,873	-10%	-$140K	0.32%	35
2025 Q2	$1.38M	Buy	18,996 +395	+2%	+$26.7K	0.35%	33
2025 Q1	$1.18M	Sell	18,601 -18,256	-50%	-$1.15M	0.34%	35
2024 Q4	$2.24M	Buy	36,857 +1,213	+3%	+$77.2K	0.63%	28
2024 Q3	$2.41M	Buy	35,644 +131	+0.4%	+$8.43K	0.7%	28
2024 Q2	$2.19M	Buy	35,513 +5,088	+17%	+$319K	0.68%	27
2024 Q1	$1.93M	Sell	30,425 -392	-1%	-$24K	0.63%	28
2023 Q4	$1.91M	Sell	30,817 -18,596	-38%	-$1.06M	0.71%	27
2023 Q3	$2.79M	Sell	49,413 -5,253	-10%	-$310K	1.14%	24
2023 Q2	$3.22M	Sell	54,666 -1,107	-2%	-$66.2K	1.24%	20
2023 Q1	$3.32M	Sell	55,773 -248	-0.4%	-$14.7K	1.34%	21
2022 Q4	$3.16M	Sell	56,021 -11,922	-18%	-$640K	1.34%	22
2022 Q3	$3.31M	Sell	67,943 -150	-0.2%	-$8.23K	1.51%	15
2022 Q2	$3.72M	Buy	68,093 +2,924	+4%	+$177K	1.6%	14
2022 Q1	$4.35M	Buy	65,169 +1,881	+3%	+$128K	1.65%	12
2021 Q4	$4.63M	Buy	63,288 +1,142	+2%	+$84.8K	1.68%	13
2021 Q3	$4.62M	Buy	62,146 +2,295	+4%	+$175K	1.69%	11
2021 Q2	$4.44M	Buy	59,851 +1,982	+3%	+$149K	1.72%	12
2021 Q1	$4.16M	Sell	57,869 -2,090	-3%	-$148K	1.72%	12
2020 Q4	$4.1M	Buy	59,959 +1,064	+2%	+$67.1K	1.88%	11
2020 Q3	$3.47M	Sell	58,895 -6,227	-10%	-$357K	1.92%	11
2020 Q2	$3.49M	Buy	65,122 +509	+0.8%	+$25.6K	1.94%	11
2020 Q1	$2.9M	Sell	64,613 -3,897	-6%	-$217K	1.89%	14
2019 Q4	$4.27M	Buy	68,510 +1,112	+2%	+$66.8K	2.08%	12
2019 Q3	$3.86M	Sell	67,398 -1,685	-2%	-$95.2K	2.12%	12
2019 Q2	$3.96M	Buy	69,083 +678	+1%	+$39.1K	2.24%	12
2019 Q1	$3.93M	Sell	68,405 -8,498	-11%	-$476K	2.32%	12
2018 Q4	$3.74M	Buy	+76,903	New	+$4.31M	2.43%	12

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

Guidance Point Advisors's SCZ Position: Q1 2026 in Review

Guidance Point Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1% in Q1 2026, selling an estimated $14.1K and leaving 17,104 shares worth $1.34M. The position accounts for 0.32% of the portfolio, ranked #35.

Guidance Point Advisors first reported a position in SCZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.63M in Q4 2021. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Guidance Point Advisors held 17,104 shares of iShares MSCI EAFE Small-Cap ETF worth $1.34M as of Q1 2026.
Guidance Point Advisors sold 174 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $14.1K.
iShares MSCI EAFE Small-Cap ETF made up 0.32% of Guidance Point Advisors's portfolio in Q1 2026, its #35 holding.
Guidance Point Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Guidance Point Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $4.63M in Q4 2021.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.