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

Harbor Investment Advisory’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 		$1.37M Hold
16,599
– – 0.1% 160
2026
Q1 		$1.3M Sell
16,599
-87
-0.5% -$7.07K 0.1% 160
2025
Q4 		$1.29M Buy
16,686
+3,210
+24% +$246K 0.1% 159
2025
Q3 		$1.03M Hold
13,476
– – 0.09% 176
2025
Q2 		$979K Hold
13,476
– – 0.09% 178
2025
Q1 		$856K Hold
13,476
– – 0.08% 178
2024
Q4 		$819K Sell
13,476
-29
-0.2% -$1.84K 0.08% 174
2024
Q3 		$914K Hold
13,505
– – 0.09% 169
2024
Q2 		$832K Sell
13,505
-3,910
-22% -$245K 0.09% 168
2024
Q1 		$1.1M Sell
17,415
-360
-2% -$22K 0.12% 139
2023
Q4 		$1.1M Buy
17,775
+687
+4% +$39.2K 0.13% 129
2023
Q3 		$965K Sell
17,088
-200
-1% -$11.8K 0.13% 132
2023
Q2 		$1.02M Hold
17,288
– – 0.14% 131
2023
Q1 		$1.03M Hold
17,288
– – 0.15% 129
2022
Q4 		$976K Buy
17,288
+3,875
+29% +$208K 0.15% 136
2022
Q3 		$654K Sell
13,413
-375
-3% -$20.6K 0.11% 166
2022
Q2 		$753K Sell
13,788
-1,665
-11% -$101K 0.12% 151
2022
Q1 		$1.02M Sell
15,453
-347
-2% -$23.6K 0.14% 132
2021
Q4 		$1.16M Buy
15,800
+3,800
+32% +$282K 0.15% 125
2021
Q3 		$893K Hold
12,000
– – 0.12% 146
2021
Q2 		$890K Buy
12,000
+2,263
+23% +$170K 0.12% 146
2021
Q1 		$700K Sell
9,737
-92
-0.9% -$6.53K 0.11% 162
2020
Q4 		$672K Buy
9,829
+3,200
+48% +$202K 0.11% 157
2020
Q3 		$391K Sell
6,629
-299
-4% -$17.1K 0.07% 189
2020
Q2 		$371K Sell
6,928
-999
-13% -$50.3K 0.08% 176
2020
Q1 		$355K Buy
7,927
+2,630
+50% +$146K 0.1% 164
2019
Q4 		$330K Buy
+5,297
New +$318K 0.08% 191

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 Investment Advisory's SCZ Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 16,599 shares worth $1.37M. The position accounts for 0.1% of the portfolio, ranked #160.

Harbor Investment Advisory first reported a position in SCZ in Q4 2019 and has held it in 27 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Harbor Investment Advisory held 16,599 shares of iShares MSCI EAFE Small-Cap ETF worth $1.37M as of Q2 2026.
  • Harbor Investment Advisory left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.1% of Harbor Investment Advisory's portfolio in Q2 2026, its #160 holding.
  • Harbor Investment Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.