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Harbor Asset Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Harbor Asset Planning’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 		$62.8K Buy
764
+11
+1% +$921 0.05% 200
2026
Q1 		$59K Hold
753
– – 0.05% 195
2025
Q4 		$58.4K Buy
753
+15
+2% +$1.15K 0.05% 180
2025
Q3 		$56.7K Hold
738
– – 0.05% 176
2025
Q2 		$53.7K Buy
+738
New +$49.9K 0.05% 174

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harbor Asset Planning's SCZ Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.5% in Q2 2026, buying an estimated $921 and bringing the position to 764 shares worth $62.8K. The position accounts for 0.05% of the portfolio, ranked #200.

Harbor Asset Planning first reported a position in SCZ in Q2 2025 and has held it in 5 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Harbor Asset Planning held 764 shares of iShares MSCI EAFE Small-Cap ETF worth $62.8K as of Q2 2026.
  • Harbor Asset Planning bought 11 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $921.
  • iShares MSCI EAFE Small-Cap ETF made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #200 holding.
  • Harbor Asset Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.