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

Holistic 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 		$388K Buy
4,713
+211
+5% +$17.7K 0.06% 239
2026
Q1 		$353K Sell
4,502
-1,005
-18% -$81.7K 0.07% 219
2025
Q4 		$427K Buy
+5,507
New +$422K 0.09% 185

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

Holistic Planning's SCZ Position: Q2 2026 in Review

Holistic Planning increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.7% in Q2 2026, buying an estimated $17.7K and bringing the position to 4,713 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #239.

Holistic Planning first reported a position in SCZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $427K in Q4 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Holistic Planning held 4,713 shares of iShares MSCI EAFE Small-Cap ETF worth $388K as of Q2 2026.
  • Holistic Planning bought 211 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $17.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #239 holding.
  • Holistic Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Holistic Planning's iShares MSCI EAFE Small-Cap ETF position peaked at $427K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.