Harbor Advisory Corp’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Harbor Advisory Corp’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	$5.83M	Buy	70,845 +5,034	+8%	+$422K	1.56%	24
2026 Q1	$5.16M	Buy	65,811 +2,316	+4%	+$188K	1.55%	25
2025 Q4	$4.92M	Sell	63,495 -7,915	-11%	-$607K	1.49%	24
2025 Q3	$5.48M	Buy	71,410 +2,991	+4%	+$224K	1.62%	21
2025 Q2	$4.97M	Buy	68,419 +1,529	+2%	+$103K	1.58%	22
2025 Q1	$4.25M	Buy	66,890 +948	+1%	+$59.9K	1.43%	26
2024 Q4	$4.01M	Sell	65,942 -5,581	-8%	-$355K	1.32%	28
2024 Q3	$4.84M	Buy	71,523 +509	+0.7%	+$32.8K	1.58%	23
2024 Q2	$4.38M	Buy	71,014 +114	+0.2%	+$7.15K	1.51%	23
2024 Q1	$4.49M	Sell	70,900 -1,162	-2%	-$71.1K	1.53%	24
2023 Q4	$4.46M	Sell	72,062 -4,983	-6%	-$285K	1.6%	23
2023 Q3	$4.35M	Buy	77,045 +18,001	+30%	+$1.06M	1.58%	23
2023 Q2	$3.48M	Buy	59,044 +22,822	+63%	+$1.37M	1.23%	33
2023 Q1	$2.16M	Buy	36,222 +9,400	+35%	+$558K	0.82%	43
2022 Q4	$1.51M	Sell	26,822 -21,083	-44%	-$1.13M	0.62%	47
2022 Q3	$2.34M	Sell	47,905 -4,755	-9%	-$261K	1.08%	35
2022 Q2	$2.88M	Buy	52,660 +13,333	+34%	+$807K	1.26%	31
2022 Q1	$2.61M	Buy	+39,327	New	+$2.67M	1.05%	34

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

Harbor Advisory Corp's SCZ Position: Q2 2026 in Review

Harbor Advisory Corp increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.6% in Q2 2026, buying an estimated $422K and bringing the position to 70,845 shares worth $5.83M. The position accounts for 1.56% of the portfolio, ranked #24.

Harbor Advisory Corp first reported a position in SCZ in Q1 2022 and has held it in 18 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Harbor Advisory Corp held 70,845 shares of iShares MSCI EAFE Small-Cap ETF worth $5.83M as of Q2 2026.
Harbor Advisory Corp bought 5,034 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $422K.
iShares MSCI EAFE Small-Cap ETF made up 1.56% of Harbor Advisory Corp's portfolio in Q2 2026, its #24 holding.
Harbor Advisory Corp first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Harbor Advisory Corp's 13F filing for Q2 2026, filed 13 Aug 2026.