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HeadInvest LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

HeadInvest LLC’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 		$533K Hold
6,480
– – 0.1% 147
2026
Q1 		$508K Hold
6,480
– – 0.1% 144
2025
Q4 		$502K Buy
6,480
+110
+2% +$8.43K 0.1% 149
2025
Q3 		$489K Hold
6,370
– – 0.1% 145
2025
Q2 		$463K Hold
6,370
– – 0.1% 145
2025
Q1 		$405K Hold
6,370
– – 0.08% 166
2024
Q4 		$387K Sell
6,370
-1,070
-14% -$68.1K 0.07% 172
2024
Q3 		$504K Hold
7,440
– – 0.09% 151
2024
Q2 		$459K Hold
7,440
– – 0.09% 148
2024
Q1 		$471K Hold
7,440
– – 0.09% 151
2023
Q4 		$461K Hold
7,440
– – 0.1% 147
2023
Q3 		$412K Hold
7,440
– – 0.09% 150
2023
Q2 		$443K Hold
7,440
– – 0.1% 151
2023
Q1 		$443K Hold
7,440
– – 0.1% 148
2022
Q4 		$420K Hold
7,440
– – 0.09% 150
2022
Q3 		$363K Hold
7,440
– – 0.09% 155
2022
Q2 		$406K Hold
7,440
– – 0.09% 153
2022
Q1 		$494K Buy
7,440
+280
+4% +$19K 0.09% 146
2021
Q4 		$523K Buy
7,160
+790
+12% +$58.7K 0.09% 145
2021
Q3 		$474K Hold
6,370
– – 0.09% 148
2021
Q2 		$472K Sell
6,370
-20
-0.3% -$1.5K 0.09% 150
2021
Q1 		$459K Buy
6,390
+270
+4% +$19.2K 0.09% 147
2020
Q4 		$418K Hold
6,120
– – 0.09% 144
2020
Q3 		$361K Hold
6,120
– – 0.1% 130
2020
Q2 		$328K Sell
6,120
-515
-8% -$26K 0.1% 126
2020
Q1 		$297K Buy
6,635
+507
+8% +$28.2K 0.11% 122
2019
Q4 		$382K Sell
6,128
-560
-8% -$33.6K 0.11% 126
2019
Q3 		$383K Buy
+6,688
New +$378K 0.12% 119

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

HeadInvest LLC's SCZ Position: Q2 2026 in Review

HeadInvest LLC held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 6,480 shares worth $533K. The position accounts for 0.1% of the portfolio, ranked #147.

HeadInvest LLC first reported a position in SCZ in Q3 2019 and has held it in 28 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • HeadInvest LLC held 6,480 shares of iShares MSCI EAFE Small-Cap ETF worth $533K as of Q2 2026.
  • HeadInvest LLC 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 HeadInvest LLC's portfolio in Q2 2026, its #147 holding.
  • HeadInvest LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.