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HB Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

HB Wealth Management’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 		$800K Sell
9,726
-5
-0.1% -$419 ﹤0.01% 846
2026
Q1 		$763K Buy
9,731
+5
+0.1% +$407 ﹤0.01% 782
2025
Q4 		$754K Sell
9,726
-466
-5% -$35.7K ﹤0.01% 727
2025
Q3 		$782K Sell
10,192
-2,139
-17% -$160K 0.01% 685
2025
Q2 		$896K Buy
12,331
+7,827
+174% +$530K 0.01% 565
2025
Q1 		$286K Hold
4,504
– – ﹤0.01% 990
2024
Q4 		$274K Buy
4,504
+574
+15% +$36.5K ﹤0.01% 843
2024
Q3 		$266K Hold
3,930
– – ﹤0.01% 795
2024
Q2 		$242K Sell
3,930
-27
-0.7% -$1.69K ﹤0.01% 786
2024
Q1 		$251K Buy
3,957
+70
+2% +$4.28K ﹤0.01% 719
2023
Q4 		$241K Sell
3,887
-599
-13% -$34.2K ﹤0.01% 685
2023
Q3 		$253K Buy
4,486
+520
+13% +$30.7K ﹤0.01% 618
2023
Q2 		$234K Buy
3,966
+71
+2% +$4.25K ﹤0.01% 624
2023
Q1 		$232K Hold
3,895
– – ﹤0.01% 625
2022
Q4 		$220K Buy
+3,895
New +$209K ﹤0.01% 620
2022
Q3 		– Sell
-4,062
Closed -$222K – 613
2022
Q2 		$222K Sell
4,062
-1,192
-23% -$72.1K ﹤0.01% 520
2022
Q1 		$349K Buy
5,254
+978
+23% +$66.4K 0.01% 417
2021
Q4 		$313K Buy
+4,276
New +$318K 0.01% 379

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

HB Wealth Management's SCZ Position: Q2 2026 in Review

HB Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.05% in Q2 2026, selling an estimated $419 and leaving 9,726 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

HB Wealth Management first reported a position in SCZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $896K in Q2 2025. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • HB Wealth Management held 9,726 shares of iShares MSCI EAFE Small-Cap ETF worth $800K as of Q2 2026.
  • HB Wealth Management sold 5 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $419.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #846 holding.
  • HB Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $896K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.